prepared by: ibt, inc. june, 1999 it needs assessment the following document is posted by the low...

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Prepared By: Prepared By: IBT, Inc. IBT, Inc. June, 1999 June, 1999 IT Needs Assessment IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the requirements of the Fannie Mae Foundation’s October 2001 grant in support of LIIF’s continued information technology (IT) development. Materials posted by LIIF outline the organization’s strategic IT plan, as well as document the implementation process of this plan. LIIF’s IT plan included customization of loan servicing software, report automation, impact statistics generation, fund administration, and asset liability monitoring. LIIF’s knowledge and experience developing this IT workplan is posted as an aid to other non-profit Community Development Financial Institutions (CDFIs) who may be generating their own IT workplan and who may find the subsequent materials helpful in that regard. Copyright 1999: LIIF

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Page 1: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Prepared By: IBT, Inc.Prepared By: IBT, Inc.

June, 1999June, 1999

IT Needs AssessmentIT Needs Assessment

The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the requirements of the Fannie Mae Foundation’s October 2001 grant in support of LIIF’s continued information technology (IT) development. Materials posted by LIIF outline the organization’s strategic IT plan, as well as document the implementation process of this plan. LIIF’s IT plan included customization of loan servicing software, report automation, impact statistics generation, fund administration, and asset liability monitoring. LIIF’s knowledge and experience developing this IT workplan is posted as an aid to other non-profit Community Development Financial Institutions (CDFIs) who may be generating their own IT workplan and who may find the subsequent materials helpful in that regard.

Copyright 1999: LIIF

Page 2: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

Page 3: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

Page 4: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 5: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 6: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview

Page 7: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 8: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 9: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF’s ObjectivesLIHF’s Objectives

Page 10: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF’s ObjectivesLIHF’s Objectives Modernize systems infrastructureModernize systems infrastructure

Page 11: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF’s ObjectivesLIHF’s Objectives Modernize systems infrastructureModernize systems infrastructure

Improve systems support of daily Improve systems support of daily operationsoperations

Page 12: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF’s ObjectivesLIHF’s Objectives Modernize systems infrastructureModernize systems infrastructure

Improve systems support of daily Improve systems support of daily operationsoperations

Increase quality of communications with Increase quality of communications with branch officesbranch offices

Page 13: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 14: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 15: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Approach and MethodologyApproach and Methodology

Page 16: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Approach and MethodologyApproach and Methodology Analyze current operations and build logical Analyze current operations and build logical

business modelbusiness model

Page 17: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Approach and MethodologyApproach and Methodology Analyze current operations and build logical Analyze current operations and build logical

business modelbusiness model

Develop system solution alternativesDevelop system solution alternatives

Page 18: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Approach and MethodologyApproach and Methodology Analyze current operations and build logical Analyze current operations and build logical

business modelbusiness model

Develop system solution alternativesDevelop system solution alternatives

Identify interdependencies and technology Identify interdependencies and technology issuesissues

Page 19: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Approach and MethodologyApproach and Methodology Analyze current operations and build logical Analyze current operations and build logical

business modelbusiness model

Develop system solution alternativesDevelop system solution alternatives

Identify interdependencies and technology Identify interdependencies and technology issuesissues

Provide LIHF with information necessary to Provide LIHF with information necessary to make strategic decisionsmake strategic decisions

Page 20: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 21: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 22: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives

Page 23: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for Compare alternative strategies for

integrating core business operationsintegrating core business operations

Page 24: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for Compare alternative strategies for

integrating core business operationsintegrating core business operationsSelect application software solutionsSelect application software solutions

Page 25: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for Compare alternative strategies for

integrating core business operationsintegrating core business operationsSelect application software solutionsSelect application software solutions

Evaluate connectivity scenarios and Evaluate connectivity scenarios and network technologiesnetwork technologies

Page 26: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for Compare alternative strategies for

integrating core business operationsintegrating core business operationsSelect application software solutionsSelect application software solutions

Evaluate connectivity scenarios and Evaluate connectivity scenarios and network technologiesnetwork technologiesChoose network architectureChoose network architecture

Page 27: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for Compare alternative strategies for

integrating core business operationsintegrating core business operationsSelect application software solutionsSelect application software solutions

Evaluate connectivity scenarios and Evaluate connectivity scenarios and network technologiesnetwork technologiesChoose network architectureChoose network architecture

Review system platform optionsReview system platform options

Page 28: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Study ObjectivesStudy Objectives Compare alternative strategies for integrating Compare alternative strategies for integrating

core business operationscore business operationsSelect application software solutionsSelect application software solutions

Evaluate connectivity scenarios and network Evaluate connectivity scenarios and network technologiestechnologiesChoose network architectureChoose network architecture

Review system platform optionsReview system platform optionsProcure hardware and softwareProcure hardware and software

Page 29: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject Overview LIHF’s ObjectivesLIHF’s Objectives

Approach and MethodologyApproach and Methodology

Study ObjectivesStudy Objectives

Page 30: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 31: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 32: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Observations and ParadoxesObservations and Paradoxes

Page 33: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

Observations and ParadoxesObservations and Paradoxes

Page 34: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

Observations and ParadoxesObservations and Paradoxes

YetYet LIHF’s operation volumes and budget do not LIHF’s operation volumes and budget do not match high-end loan servicing products that can match high-end loan servicing products that can handle complexityhandle complexity

Page 35: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

Observations and ParadoxesObservations and Paradoxes

Page 36: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

Observations and ParadoxesObservations and Paradoxes

Page 37: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

Observations and ParadoxesObservations and Paradoxes

YetYet LIHF lacks the IT infrastructure and budget LIHF lacks the IT infrastructure and budget to develop fully integrated custom solutionsto develop fully integrated custom solutions

Page 38: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

Observations and ParadoxesObservations and Paradoxes

Page 39: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

Observations and ParadoxesObservations and Paradoxes

Page 40: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

Observations and ParadoxesObservations and Paradoxes

YetYet most loan software products seek to most loan software products seek to standardize services in order to optimize staff standardize services in order to optimize staff efficiencyefficiency

Page 41: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

Observations and ParadoxesObservations and Paradoxes

Page 42: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

LIHF has little IT infrastructureLIHF has little IT infrastructure

Observations and ParadoxesObservations and Paradoxes

Page 43: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

LIHF has little IT infrastructureLIHF has little IT infrastructure

Observations and ParadoxesObservations and Paradoxes

YetYet requirement to support multiple branch requirement to support multiple branch offices requires an enterprise level network and offices requires an enterprise level network and server infrastructureserver infrastructure

Page 44: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

LIHF has complex business modelLIHF has complex business model

LIHF has unique operational requirementsLIHF has unique operational requirements

LIHF has mission of flexibilityLIHF has mission of flexibility

LIHF has little IT infrastructureLIHF has little IT infrastructure

Observations and ParadoxesObservations and Paradoxes

Page 45: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 46: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

Page 47: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

RecommendationsRecommendations

Page 48: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 49: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 50: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Page 51: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Servers - MS Small Business ServerServers - MS Small Business Server

Systems UpgradeSystems Upgrade

Page 52: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Servers - MS Small Business ServerServers - MS Small Business Server

WorkstationsWorkstations• MS Windows NT WorkstationMS Windows NT Workstation

• Office 2000Office 2000

Systems UpgradeSystems Upgrade

Page 53: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 54: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 55: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Office ConnectivityOffice Connectivity

Page 56: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Enterprise network architectureEnterprise network architecture

Office ConnectivityOffice Connectivity

Page 57: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Enterprise network architectureEnterprise network architecture

Virtual Private Network - DSLVirtual Private Network - DSL

Office ConnectivityOffice Connectivity

Page 58: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 59: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 60: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Business ApplicationsBusiness Applications

Page 61: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Business ApplicationsBusiness Applications

Page 62: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising• Collaborative Workgroup ArchitectureCollaborative Workgroup Architecture

Business ApplicationsBusiness Applications

Page 63: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising• Collaborative Workgroup ArchitectureCollaborative Workgroup Architecture

• Develop custom applications in-houseDevelop custom applications in-house

Business ApplicationsBusiness Applications

Page 64: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Business ApplicationsBusiness Applications

Page 65: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Business ApplicationsBusiness Applications

Page 66: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration• Client-Sever Database ArchitectureClient-Sever Database Architecture

Business ApplicationsBusiness Applications

Page 67: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration• Client-Sever Database ArchitectureClient-Sever Database Architecture

• Purchase third-party packagePurchase third-party package

Business ApplicationsBusiness Applications

Page 68: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Business ApplicationsBusiness Applications

Page 69: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Fund AdministrationFund Administration

Business ApplicationsBusiness Applications

Page 70: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Fund AdministrationFund Administration• Client-Sever Database ArchitectureClient-Sever Database Architecture

Business ApplicationsBusiness Applications

Page 71: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Fund AdministrationFund Administration• Client-Sever Database ArchitectureClient-Sever Database Architecture

• Contract development of custom systemContract development of custom system

Business ApplicationsBusiness Applications

Page 72: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Loan Origination and Fund RaisingLoan Origination and Fund Raising

Loan AdministrationLoan Administration

Fund AdministrationFund Administration

Business ApplicationsBusiness Applications

Page 73: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 74: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

Page 75: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

Staffing and TrainingStaffing and Training

Page 76: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

IT StaffingIT Staffing

Staffing and TrainingStaffing and Training

Page 77: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

IT StaffingIT Staffing• 1 FTE for system administration and network 1 FTE for system administration and network

supportsupport

Staffing and TrainingStaffing and Training

Page 78: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

IT StaffingIT Staffing• 1 FTE for system administration and network 1 FTE for system administration and network

supportsupport

• 1/2 FTE for database administration and 1/2 FTE for database administration and programmingprogramming

Staffing and TrainingStaffing and Training

Page 79: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Executive SummaryExecutive Summary

IT StaffingIT Staffing• 1 FTE for system administration and network 1 FTE for system administration and network

supportsupport

• 1/2 FTE for database administration and 1/2 FTE for database administration and programmingprogramming

• 1/2 FTE for collaborative workgroup 1/2 FTE for collaborative workgroup administration and programmingadministration and programming

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

Staffing and TrainingStaffing and Training

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IT StaffingIT Staffing

General User TrainingGeneral User Training

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training• Windows NT operationWindows NT operation

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training• Windows NT operationWindows NT operation

• MS Office applications (Word, Excel, Power MS Office applications (Word, Excel, Power Point, etc.)Point, etc.)

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training• Windows NT operationWindows NT operation

• MS Office applications (Word, Excel, Power MS Office applications (Word, Excel, Power Point, etc.)Point, etc.)

• Collaborative workgroup applications (e-mail, Collaborative workgroup applications (e-mail, scheduling, contact management, etc.)scheduling, contact management, etc.)

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training• Windows NT operationWindows NT operation

• MS Office applications (Word, Excel, Power Point, MS Office applications (Word, Excel, Power Point, etc.)etc.)

• Collaborative workgroup applications (e-mail, Collaborative workgroup applications (e-mail, scheduling, contact management, etc.)scheduling, contact management, etc.)

• Specialized business applicationsSpecialized business applications

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Technical TrainingTechnical Training

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Technical TrainingTechnical Training• Windows NT administrationWindows NT administration

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Technical TrainingTechnical Training• Windows NT administrationWindows NT administration

• Database administration and SQL query Database administration and SQL query languagelanguage

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Technical TrainingTechnical Training• Windows NT administrationWindows NT administration

• Database administration and SQL query languageDatabase administration and SQL query language

• Collaborative workgroup administration and Collaborative workgroup administration and automation scriptingautomation scripting

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

IT StaffingIT Staffing

General User TrainingGeneral User Training

Technical TrainingTechnical Training

Staffing and TrainingStaffing and Training

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Executive SummaryExecutive Summary

Systems UpgradeSystems Upgrade

Office ConnectivityOffice Connectivity

Business ApplicationsBusiness Applications

Staffing and TrainingStaffing and Training

RecommendationsRecommendations

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Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

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Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

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Executive SummaryExecutive Summary

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system• Allocate funds based on geographic and target Allocate funds based on geographic and target

population restrictionspopulation restrictions

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system• Allocate funds based on geographic and target Allocate funds based on geographic and target

population restrictionspopulation restrictions

• Optimize cash flow projections and available Optimize cash flow projections and available balancesbalances

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system• Allocate funds based on geographic and target Allocate funds based on geographic and target

population restrictionspopulation restrictions

• Optimize cash flow projections and available Optimize cash flow projections and available balancesbalances

• Automate reserve allocations by risk rating Automate reserve allocations by risk rating categorycategory

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system• Allocate funds based on geographic and target Allocate funds based on geographic and target

population restrictionspopulation restrictions

• Optimize cash flow projections and available Optimize cash flow projections and available balancesbalances

• Automate reserve allocations by risk rating Automate reserve allocations by risk rating categorycategory

• Track and analyze social impact statisticsTrack and analyze social impact statistics

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system• Allocate funds based on geographic and target Allocate funds based on geographic and target

population restrictionspopulation restrictions

• Optimize cash flow projections and available Optimize cash flow projections and available balancesbalances

• Automate reserve allocations by risk rating categoryAutomate reserve allocations by risk rating category

• Track and analyze social impact statisticsTrack and analyze social impact statistics

• Generate funder/investor activity reportingGenerate funder/investor activity reporting

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

Expand LIHF Web siteExpand LIHF Web site

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

Expand LIHF Web siteExpand LIHF Web site• Increase outreach to borrower communityIncrease outreach to borrower community

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

Expand LIHF Web siteExpand LIHF Web site• Increase outreach to borrower communityIncrease outreach to borrower community

• Publish funder/investor reports on-linePublish funder/investor reports on-line

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

Expand LIHF Web siteExpand LIHF Web site• Increase outreach to borrower communityIncrease outreach to borrower community

• Publish funder/investor reports on-linePublish funder/investor reports on-line

• Link to other CDFI sites and resource Link to other CDFI sites and resource informationinformation

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Develop Fund Administration systemDevelop Fund Administration system

Expand LIHF Web siteExpand LIHF Web site

SuggestionsSuggestions

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Executive SummaryExecutive Summary

Project OverviewProject OverviewObservations and ParadoxesObservations and ParadoxesRecommendationsRecommendationsSuggestionsSuggestions

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Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Work PerformedWork Performed

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Work PerformedWork Performed

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Work PerformedWork Performed

Business ApplicationsBusiness Applications

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Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Work PerformedWork Performed

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information• Organizational structure and staff rolesOrganizational structure and staff roles

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information• Organizational structure and staff rolesOrganizational structure and staff roles

• Procedures and operations manualsProcedures and operations manuals

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information• Organizational structure and staff rolesOrganizational structure and staff roles

• Procedures and operations manualsProcedures and operations manuals

• System reports and spreadsheetsSystem reports and spreadsheets

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information Conducted interactive workshopsConducted interactive workshops

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information Conducted interactive workshopsConducted interactive workshops

• Eighteen hours of meetingsEighteen hours of meetings

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Gathered background informationGathered background information Conducted interactive workshopsConducted interactive workshops

• Eighteen hours of meetingsEighteen hours of meetings

• Seventeen employees involvedSeventeen employees involved

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Conceptual AnalysisConceptual Analysis Gathered background informationGathered background information Conducted interactive workshopsConducted interactive workshops

• Eighteen hours of meetingsEighteen hours of meetings

• Seventeen employees involvedSeventeen employees involved

• Major business functions reviewedMajor business functions reviewed• Loan Origination and ClosingLoan Origination and Closing

• Loan Administration and Portfolio ManagementLoan Administration and Portfolio Management

• Capitalization and FundingCapitalization and Funding

• Technical AssistanceTechnical Assistance

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Work PerformedWork Performed

Gathered background informationGathered background information Conducted interactive workshopsConducted interactive workshops

Conceptual AnalysisConceptual Analysis

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Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Work PerformedWork Performed

Logical DesignLogical Design

Page 130: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications• Loan Monitoring database (MAP)Loan Monitoring database (MAP)

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications• Loan Monitoring database (MAP)Loan Monitoring database (MAP)

• Project databases (Project Pro, Transaction Project databases (Project Pro, Transaction Pro and Activity Pro)Pro and Activity Pro)

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications• Loan Monitoring database (MAP)Loan Monitoring database (MAP)

• Project databases (Project Pro, Transaction Project databases (Project Pro, Transaction Pro and Activity Pro)Pro and Activity Pro)

• Fund Administration database (Helix)Fund Administration database (Helix)

Logical DesignLogical Design

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Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Logical DesignLogical Design Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams

• Four core business functionsFour core business functions• Loan OriginationLoan Origination

• Loan AdministrationLoan Administration

• Fund RaisingFund Raising

• Fund AdministrationFund Administration

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Copyright 1999: LIIF

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams

• Four core business functionsFour core business functions• Loan OriginationLoan Origination

• Loan AdministrationLoan Administration

• Fund RaisingFund Raising

• Fund AdministrationFund Administration

• 28 business process diagrams28 business process diagrams

Work PerformedWork Performed

Logical DesignLogical Design

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Copyright 1999: LIIF

Work PerformedWork Performed

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams

Logical DesignLogical Design

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Copyright 1999: LIIF

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams Designed logical data modelDesigned logical data model

Work PerformedWork Performed

Logical DesignLogical Design

BORROW ERSB orrow erID

LOANSP ro jec tIDL oan ID

G RANT SP ro jec tIDG ran tID

PROJECT SP ro jec tIDB orrow erID

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Copyright 1999: LIIF

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams Designed logical data modelDesigned logical data model

• Nine information groupsNine information groups

Work PerformedWork Performed

Logical DesignLogical Design

BORROW ERSB orrow erID

LOANSP ro jec tIDL oan ID

G RANT SP ro jec tIDG ran tID

PROJECT SP ro jec tIDB orrow erID

Page 141: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams Designed logical data modelDesigned logical data model

• Nine information groupsNine information groups

• Over 50 data entities and relationshipsOver 50 data entities and relationships

Work PerformedWork Performed

Logical DesignLogical Design

BORROW ERSB orrow erID

LOANSP ro jec tIDL oan ID

G RANT SP ro jec tIDG ran tID

PROJECT SP ro jec tIDB orrow erID

Page 142: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Reviewed current database applicationsReviewed current database applications Developed process flow diagramsDeveloped process flow diagrams Designed logical data modelDesigned logical data model

Work PerformedWork Performed

Logical DesignLogical Design

BORROW ERSB orrow erID

LOANSP ro jec tIDL oan ID

G RANT SP ro jec tIDG ran tID

PROJECT SP ro jec tIDB orrow erID

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Copyright 1999: LIIF

Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

Page 144: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Copyright 1999: LIIF

Work PerformedWork Performed

System Solution AlternativesSystem Solution Alternatives

Page 146: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs

System Solution AlternativesSystem Solution Alternatives

Page 147: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs• Eleven institutions contactedEleven institutions contacted

System Solution AlternativesSystem Solution Alternatives

Page 148: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs• Eleven institutions contactedEleven institutions contacted

• Eight e-mail questionnaires sent outEight e-mail questionnaires sent out

System Solution AlternativesSystem Solution Alternatives

Page 149: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs• Eleven institutions contactedEleven institutions contacted

• Eight e-mail questionnaires sent outEight e-mail questionnaires sent out

• Five completed questionnaires returnedFive completed questionnaires returned

System Solution AlternativesSystem Solution Alternatives

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Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs

System Solution AlternativesSystem Solution Alternatives

Page 151: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages

System Solution AlternativesSystem Solution Alternatives

Page 152: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages

System Solution AlternativesSystem Solution Alternatives

Functional Area Systems Interviews DemosFunctional Area Systems Interviews Demos

Loan Administration 15 11 5Loan Administration 15 11 5Loan Origination 5 3 1Loan Origination 5 3 1Fund Administration 1 1Fund Administration 1 1Fund Raising 7 3 2Fund Raising 7 3 2

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Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages

System Solution AlternativesSystem Solution Alternatives

Page 154: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages Evaluated alternative strategiesEvaluated alternative strategies

System Solution AlternativesSystem Solution Alternatives

Page 155: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages Evaluated alternative strategiesEvaluated alternative strategies

• Functional descriptionFunctional description

System Solution AlternativesSystem Solution Alternatives

Page 156: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages Evaluated alternative strategiesEvaluated alternative strategies

• Functional descriptionFunctional description

• Technology platformTechnology platform

System Solution AlternativesSystem Solution Alternatives

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Work PerformedWork Performed

Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages Evaluated alternative strategiesEvaluated alternative strategies

• Functional descriptionFunctional description

• Technology platformTechnology platform

• Acquisition and maintenance costsAcquisition and maintenance costs

System Solution AlternativesSystem Solution Alternatives

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Surveyed software used by CDFIsSurveyed software used by CDFIs Reviewed third-party software packagesReviewed third-party software packages Evaluated alternative strategiesEvaluated alternative strategies

System Solution AlternativesSystem Solution Alternatives

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Business ApplicationsBusiness Applications Conceptual AnalysisConceptual Analysis

Logical DesignLogical Design

System Solution AlternativesSystem Solution Alternatives

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Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies• Enterprise network architectureEnterprise network architecture

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies• Enterprise network architectureEnterprise network architecture

• Workgroup network architectureWorkgroup network architecture

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies Surveyed network technologiesSurveyed network technologies

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies Surveyed network technologiesSurveyed network technologies

• Private Leased LinesPrivate Leased Lines

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies Surveyed network technologiesSurveyed network technologies

• Private Leased LinesPrivate Leased Lines

• Virtual Private NetworkVirtual Private Network

Office ConnectivityOffice Connectivity

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Analyzed connectivity strategiesAnalyzed connectivity strategies Surveyed network technologiesSurveyed network technologies

Office ConnectivityOffice Connectivity

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Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Systems UpgradeSystems Upgrade

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Surveyed existing hardware, software and Surveyed existing hardware, software and network architecturenetwork architecture

Systems UpgradeSystems Upgrade

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Surveyed existing hardware, software and Surveyed existing hardware, software and network architecturenetwork architecture

Reviewed PC operating systems and back-Reviewed PC operating systems and back-office applicationsoffice applications

Systems UpgradeSystems Upgrade

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Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Process Flow DiagramsProcess Flow DiagramsLogical Data ModelLogical Data Model

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Depict dynamic flow of data through an Depict dynamic flow of data through an organization, i.e., picture of the organization, i.e., picture of the organization from the data’s perspectiveorganization from the data’s perspective

Process Flow DiagramsProcess Flow Diagrams

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Depict dynamic flow of data through an Depict dynamic flow of data through an organization, i.e., picture of the organization, i.e., picture of the organization from the data’s perspectiveorganization from the data’s perspective

Model automated, manual, and “mixed” Model automated, manual, and “mixed” business processesbusiness processes

Process Flow DiagramsProcess Flow Diagrams

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HandleLoan

ClosingBubble Bubble - work process that transforms data- work process that transforms data

Process Flow Diagram ConventionsProcess Flow Diagram Conventions

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HandleLoan

Closing

ClosedLoans

Bubble Bubble - work process that transforms data- work process that transforms data

Straight Lines Straight Lines - data store, such as file or database- data store, such as file or database

Process Flow Diagram ConventionsProcess Flow Diagram Conventions

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HandleLoan

Closing

ClosedLoans

Bubble Bubble - work process that transforms data- work process that transforms data

Straight Lines Straight Lines - data store, such as file or database- data store, such as file or database

Arrow Arrow - named data flow between processes - named data flow between processes (dotted lines indicate optional data flow)(dotted lines indicate optional data flow)

LoanDocuments

Process Flow Diagram ConventionsProcess Flow Diagram Conventions

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HandleLoan

Closing

ClosedLoans

DocumentSafekeeping

Bubble Bubble - work process that transforms data- work process that transforms data

Straight Lines Straight Lines - data store, such as file or database- data store, such as file or database

Box Box - originator or receiver of information- originator or receiver of information

LoanDocuments Arrow Arrow - named data flow between processes - named data flow between processes

(dotted lines indicate optional data flow)(dotted lines indicate optional data flow)

Process Flow Diagram ConventionsProcess Flow Diagram Conventions

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Process Flow Diagram ExampleProcess Flow Diagram Example

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Funders:Funders:Investors Investors & Grantors& Grantors

Public AgenciesPublic Agencies FoundationsFoundations Commercial BanksCommercial Banks Private DonorsPrivate Donors

Process Flow Diagram ExampleProcess Flow Diagram Example

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LIHFLIHFBusinessBusiness

ProcessesProcesses

Funders:Funders:Investors Investors & Grantors& Grantors

Loans andLoans andGrantsGrants

Public AgenciesPublic Agencies FoundationsFoundations Commercial BanksCommercial Banks Private DonorsPrivate Donors

PrincipalPrincipal IntermediaryIntermediary AdministratorAdministrator ConsultantConsultant

Process Flow Diagram ExampleProcess Flow Diagram Example

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LIHFLIHFBusinessBusiness

ProcessesProcesses

Funders:Funders:Investors Investors & Grantors& Grantors

Loans andLoans andGrantsGrants

Loans andLoans andGrantsGrants Borrowers Borrowers

& Recipients& Recipients

Non-Profit Housing DevelopersNon-Profit Housing Developers Special Needs Service ProvidersSpecial Needs Service Providers Community Support Community Support

OrganizationsOrganizations

Public AgenciesPublic Agencies FoundationsFoundations Commercial BanksCommercial Banks Private DonorsPrivate Donors

PrincipalPrincipal IntermediaryIntermediary AdministratorAdministrator ConsultantConsultant

Process Flow Diagram ExampleProcess Flow Diagram Example

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Loan OriginationLoan Origination

Loan AdministrationLoan Administration

Fund RaisingFund Raising

Fund AdministrationFund Administration

LIHF Process Flow DiagramsLIHF Process Flow Diagrams

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Loan OriginationLoan Origination

Loan AdministrationLoan Administration

Fund RaisingFund Raising

Fund AdministrationFund Administration

LIHF Process Flow DiagramsLIHF Process Flow Diagrams

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Loan OriginationLoan Origination

Loan AdministrationLoan Administration

Fund RaisingFund Raising

Fund AdministrationFund Administration

LIHF Process Flow DiagramsLIHF Process Flow Diagrams

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Loan OriginationLoan Origination

Loan AdministrationLoan Administration

Fund RaisingFund Raising

Fund AdministrationFund Administration

LIHF Process Flow DiagramsLIHF Process Flow Diagrams

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Loan OriginationLoan Origination

Loan AdministrationLoan Administration

Fund RaisingFund Raising

Fund AdministrationFund Administration

LIHF Process Flow DiagramsLIHF Process Flow Diagrams

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Process Flow DiagramsProcess Flow DiagramsLogical Data ModelLogical Data Model

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Process Flow DiagramsProcess Flow DiagramsLogical Data ModelLogical Data Model

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Logical Data ModelLogical Data Model

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Represents how a business uses and Represents how a business uses and manages informationmanages information

Logical Data ModelLogical Data Model

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Represents how a business uses and Represents how a business uses and manages informationmanages information

Identifies “entities” involved in business Identifies “entities” involved in business processesprocesses

Logical Data ModelLogical Data Model

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Represents how a business uses and Represents how a business uses and manages informationmanages information

Identifies “entities” involved in business Identifies “entities” involved in business processesprocesses

Determines “relationships” between Determines “relationships” between entitiesentities

Logical Data ModelLogical Data Model

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FundersFundersBorrowersBorrowers

LoansLoans

ProjectsProjects

DocumentsDocuments

Real WorldReal World

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FundersFundersBorrowersBorrowers

LoansLoans

ProjectsProjects

DocumentsDocuments

Real WorldReal World

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Cuenta SaldoValor

Conceptual ModelConceptual Model

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EntityEntity - person, place or thing about which you - person, place or thing about which you wish to record informationwish to record information

PROJECTS

Logical Data Model ConventionsLogical Data Model Conventions

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EntityEntity - person, place or thing about which you - person, place or thing about which you wish to record informationwish to record information

AttributeAttribute - fact or non-decomposable piece of - fact or non-decomposable piece of information describing an entityinformation describing an entity

PROJECTS

Project IDSponsorSite AddressDevel CostNumber Units

Logical Data Model ConventionsLogical Data Model Conventions

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EntityEntity - person, place or thing about which you - person, place or thing about which you wish to record informationwish to record information

AttributeAttribute - fact or non-decomposable piece of - fact or non-decomposable piece of information describing an entityinformation describing an entity

Primary KeyPrimary Key - attribute or set of attributes that - attribute or set of attributes that identifies a particular entity occurrenceidentifies a particular entity occurrence

PROJECTS

Project ID

SponsorSite AddressDevel CostNumber Units

Logical Data Model ConventionsLogical Data Model Conventions

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EntityEntity - person, place or thing about which you - person, place or thing about which you wish to record informationwish to record information

AttributeAttribute - fact or non-decomposable piece of - fact or non-decomposable piece of information describing an entityinformation describing an entity

Primary KeyPrimary Key - attribute or set of attributes that - attribute or set of attributes that identifies a particular entity occurrenceidentifies a particular entity occurrence

RelationshipRelationship - association between two entities - association between two entities

PROJECTS

LOANS

Project ID

SponsorSite AddressDevel CostNumber Units

Project IDLoan ID

AmountInterest RateMaturity Date

Logical Data Model ConventionsLogical Data Model Conventions

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EntityEntity - person, place or thing about which you wish - person, place or thing about which you wish to record informationto record information

AttributeAttribute - fact or non-decomposable piece of - fact or non-decomposable piece of information describing an entityinformation describing an entity

Primary KeyPrimary Key - attribute or set of attributes that - attribute or set of attributes that identifies a particular entity occurrenceidentifies a particular entity occurrence

RelationshipRelationship - association between two entities - association between two entities

Foreign KeyForeign Key - attribute or set of attributes that - attribute or set of attributes that identifies another entity with which the entity is identifies another entity with which the entity is associatedassociated

PROJECTS

LOANS

Project ID

SponsorSite AddressDevel CostNumber Units

Project IDLoan ID

AmountInterest RateMaturity Date

SPONSORS

Sponsor ID

Sponsor NameAddressTelephone

Logical Data Model ConventionsLogical Data Model Conventions

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EntityEntity - person, place or thing about which you wish - person, place or thing about which you wish to record informationto record information

AttributeAttribute - fact or non-decomposable piece of - fact or non-decomposable piece of information describing an entityinformation describing an entity

Primary KeyPrimary Key - attribute or set of attributes that - attribute or set of attributes that identifies a particular entity occurrenceidentifies a particular entity occurrence

RelationshipRelationship - association between two entities - association between two entities

Foreign KeyForeign Key - attribute or set of attributes that - attribute or set of attributes that identifies another entity with which the entity is identifies another entity with which the entity is associatedassociated

PROJECTS

LOANS

Project ID

SponsorSite AddressDevel CostNumber Units

Project IDLoan ID

AmountInterest RateMaturity Date

SPONSORS

Sponsor ID

Sponsor NameAddressTelephone

Logical Data Model ConventionsLogical Data Model Conventions

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Process Flow DiagramsProcess Flow DiagramsLogical Data ModelLogical Data Model

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Process Flow DiagramsProcess Flow DiagramsLogical Data ModelLogical Data Model

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Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Study FindingsStudy Findings

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Business ApplicationsBusiness Applications

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Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

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Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Loan AdministrationLoan Administration

Payment ProcessingPayment Processing Escrow AdministrationEscrow Administration Loan MonitoringLoan Monitoring Construction Loan MonitoringConstruction Loan Monitoring Loan RepaymentLoan Repayment Late Payment ProcessingLate Payment Processing Problem Loan InterventionProblem Loan Intervention Loan ExtensionsLoan Extensions Loan RestructuringLoan Restructuring Loan ForeclosureLoan Foreclosure

Required FunctionsRequired Functions

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Traditional DOS applicationTraditional DOS application Traditional terminal architectureTraditional terminal architecture 4GL source code open system4GL source code open system Desktop databaseDesktop database Client-Server database Client-Server database Service bureauService bureau

Technology OptionsTechnology Options

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Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. MoreVision ® Dynatek, Inc.MoreVision ® Dynatek, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems MortgageWare Loan Servicing System ® Interlinq Software Corp.MortgageWare Loan Servicing System ® Interlinq Software Corp. Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software Loan Pro ® Southern Data SystemsLoan Pro ® Southern Data Systems Mortgage Computer System ® Mortgage Computer Inc.Mortgage Computer System ® Mortgage Computer Inc. Mortgage Servicing Package ® Alltel Inc.Mortgage Servicing Package ® Alltel Inc.

Third Party ProductsThird Party Products

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Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. MoreVision ® Dynatek, Inc.MoreVision ® Dynatek, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems MortgageWare Loan Servicing System ® Interlinq Software Corp.MortgageWare Loan Servicing System ® Interlinq Software Corp. Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software Loan Pro ® Southern Data SystemsLoan Pro ® Southern Data Systems Mortgage Computer System ® Mortgage Computer Inc.Mortgage Computer System ® Mortgage Computer Inc. Mortgage Servicing Package ® Alltel Inc.Mortgage Servicing Package ® Alltel Inc.

Third Party ProductsThird Party Products Single Family ResidentialSingle Family Residential

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Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software Mortgage Computer System ® Mortgage Computer Inc.Mortgage Computer System ® Mortgage Computer Inc. Mortgage Servicing Package ® Alltel Inc.Mortgage Servicing Package ® Alltel Inc.

Third Party ProductsThird Party Products

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Copyright 1999: LIIF

Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software Mortgage Computer System ® Mortgage Computer Inc.Mortgage Computer System ® Mortgage Computer Inc. Mortgage Servicing Package ® Alltel Inc.Mortgage Servicing Package ® Alltel Inc.

Third Party ProductsThird Party Products Large Institution OrientationLarge Institution Orientation

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Copyright 1999: LIIF

Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products

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Loan AdministrationLoan Administration

Revolving Loan Servicing Software ® Grants Management SystemsRevolving Loan Servicing Software ® Grants Management Systems Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products Small Institution OrientationSmall Institution Orientation

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Loan AdministrationLoan Administration

Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products

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Loan AdministrationLoan Administration

Loan Ledger + ® Dynamic Interface Systems Corp.Loan Ledger + ® Dynamic Interface Systems Corp. Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Loan Manager Plus ® TrackitSoft Inc.Loan Manager Plus ® TrackitSoft Inc. Portfol ® Philadelphia Industrial Development Corp.Portfol ® Philadelphia Industrial Development Corp. Loanbase Servicer ® Lender Support Systems, Inc.Loanbase Servicer ® Lender Support Systems, Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products Desktop ArchitectureDesktop Architecture

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Copyright 1999: LIIF

Loan AdministrationLoan Administration

Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products

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Copyright 1999: LIIF

Loan AdministrationLoan Administration

Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc. Nortridge Loan System ® Nortridge Software Inc.Nortridge Loan System ® Nortridge Software Inc. Commercial Servicer ® Financial Industry Computer SystemsCommercial Servicer ® Financial Industry Computer Systems Strategy ® McCracken Financial SoftwareStrategy ® McCracken Financial Software

Third Party ProductsThird Party Products

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CDFI OrientedCDFI Oriented– Tracks borrower and ‘investor’ loansTracks borrower and ‘investor’ loans– Performs simple cash flow analysisPerforms simple cash flow analysis– Implements CDFI data model (i.e., project-oriented)Implements CDFI data model (i.e., project-oriented)– Tracks ‘social impact’ statisticsTracks ‘social impact’ statistics

Traditional terminal architecture (Windows terminal emulator)Traditional terminal architecture (Windows terminal emulator) Built on Pro4 4GL languageBuilt on Pro4 4GL language Includes source code in purchase priceIncludes source code in purchase price Price: $7,200 (5 users) / $1,200 (Maintenance)Price: $7,200 (5 users) / $1,200 (Maintenance)

Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc.

Loan AdministrationLoan Administration

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Commercial loan orientationCommercial loan orientation– Handles negative amortization loansHandles negative amortization loans– Tracks simple loan participationsTracks simple loan participations– Includes collateral & escrow administrationIncludes collateral & escrow administration

Flexible configuration for CDFI requirementsFlexible configuration for CDFI requirements– Abstract ‘Business Entity’ table (CIF) can be used to hold project informationAbstract ‘Business Entity’ table (CIF) can be used to hold project information– User definable fields in the project, borrower and loan tables can track User definable fields in the project, borrower and loan tables can track

statistics and statusstatistics and status Client / Server architecture (VB / SQL Server)Client / Server architecture (VB / SQL Server) Price: $31,000 (5 users) / $6,200 (Maintenance)Price: $31,000 (5 users) / $6,200 (Maintenance)

Nortridge Loan SystemNortridge Loan System

Loan AdministrationLoan Administration

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Commercial Loan OrientedCommercial Loan Oriented– Handles construction loans (phases, budgets, draws)Handles construction loans (phases, budgets, draws)– Provides escrow administration and analysisProvides escrow administration and analysis– Manages delinquencies and collectionsManages delinquencies and collections– Tracks periodic financial statement informationTracks periodic financial statement information– Handles investors for participation and pooled loansHandles investors for participation and pooled loans

DOS application ArchitectureDOS application Architecture– Price: $33,350 (5 users) / $4,680 (Maintenance)Price: $33,350 (5 users) / $4,680 (Maintenance)

Client / Server architecture (VB / SQL Server)Client / Server architecture (VB / SQL Server)– Price: $50,000 (5 users) / $8,160 (Maintenance)Price: $50,000 (5 users) / $8,160 (Maintenance)

Commercial Servicer ® FICSCommercial Servicer ® FICS

Loan AdministrationLoan Administration

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Strategy ® McCrackenStrategy ® McCracken Comprehensive loan system for commercial, multifamily, and Comprehensive loan system for commercial, multifamily, and

construction loansconstruction loans– Processes broad range of transaction type and accounting functionsProcesses broad range of transaction type and accounting functions– Manages assets, security, and escrow accountsManages assets, security, and escrow accounts– Tracks financial and project informationTracks financial and project information– Handles risk ratings and exposure reporting Handles risk ratings and exposure reporting – Handles investors for participation and pooled loansHandles investors for participation and pooled loans

Client / Server architecture Client / Server architecture (Power Builder / AS400)(Power Builder / AS400) Price: $90,000 (0-200 Loans) / $16,200 (Maintenance)Price: $90,000 (0-200 Loans) / $16,200 (Maintenance)

– AS400 $20,000 - $25,000 / Training: $40,00 - $50,000AS400 $20,000 - $25,000 / Training: $40,00 - $50,000

Loan AdministrationLoan Administration

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Loan AdministrationLoan Administration

Technology: Client / Server ArchitectureTechnology: Client / Server Architecture Database: 75 - 100 tablesDatabase: 75 - 100 tables Development effort: 1 - 2 Programmer YearsDevelopment effort: 1 - 2 Programmer Years Estimated Cost: Price ($75-100/hour) $266,000Estimated Cost: Price ($75-100/hour) $266,000

Custom DevelopmentCustom Development

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Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Loan OriginationLoan Origination

Borrower MarketingBorrower Marketing Project QualificationProject Qualification UnderwritingUnderwriting Loan ApprovalLoan Approval Loan CommitmentLoan Commitment Loan ClosingLoan Closing Post Closing Follow-upPost Closing Follow-up

Required FunctionsRequired Functions

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Loan OriginationLoan Origination

Collaborative workgroup architectureCollaborative workgroup architecture Client–Server databaseClient–Server database Desktop databaseDesktop database

Technology OptionsTechnology Options

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Copyright 1999: LIIF

Loan OriginationLoan Origination

Third Party ProductsThird Party Products Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software

Loan Processor ® Financial Computer SystemsLoan Processor ® Financial Computer Systems

MortgageWare Loan Management ® InterlinqMortgageWare Loan Management ® Interlinq

MorVision Pipeline Tracking ® Dynatek, Inc.MorVision Pipeline Tracking ® Dynatek, Inc.

Deal Tracker ® Philadelphia Industrial Development Corp.Deal Tracker ® Philadelphia Industrial Development Corp.

Real Estate Approval Pipeline ® National Cooperative BankReal Estate Approval Pipeline ® National Cooperative Bank

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Loan OriginationLoan Origination

Third Party ProductsThird Party Products Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software

Loan Processor ® Financial Computer SystemsLoan Processor ® Financial Computer Systems

MortgageWare Loan Management ® InterlinqMortgageWare Loan Management ® Interlinq

MorVision Pipeline Tracking ® Dynatek, Inc.MorVision Pipeline Tracking ® Dynatek, Inc.

Deal Tracker ® Philadelphia Industrial Development Corp.Deal Tracker ® Philadelphia Industrial Development Corp.

Real Estate Approval Pipeline ® National Cooperative BankReal Estate Approval Pipeline ® National Cooperative Bank

Single Family ResidentialSingle Family Residential

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Loan OriginationLoan Origination

Third Party ProductsThird Party Products Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software

Deal Tracker ® Philadelphia Industrial Development Corp.Deal Tracker ® Philadelphia Industrial Development Corp.

Real Estate Approval Pipeline ® National Cooperative BankReal Estate Approval Pipeline ® National Cooperative Bank

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Loan OriginationLoan Origination

Third Party ProductsThird Party Products Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software

Deal Tracker ® Philadelphia Industrial Development Corp.Deal Tracker ® Philadelphia Industrial Development Corp.

Real Estate Approval Pipeline ® National Cooperative BankReal Estate Approval Pipeline ® National Cooperative Bank

Desktop ArchitectureDesktop Architecture

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Loan OriginationLoan Origination

Third Party ProductsThird Party Products Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software

Real Estate Approval Pipeline ® National Cooperative BankReal Estate Approval Pipeline ® National Cooperative Bank

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Pipelyne ® McCracken Financial SoftwarePipelyne ® McCracken Financial Software Feeds McCracken Loan Servicing package “Strategy”Feeds McCracken Loan Servicing package “Strategy”

– Commercial, Multifamily LoansCommercial, Multifamily Loans Analyze financial and real estate risk, terms and investor Analyze financial and real estate risk, terms and investor

information: calculates key industry ratiosinformation: calculates key industry ratios User defined fields, stages and checklists, notes and remindersUser defined fields, stages and checklists, notes and reminders Each Stage is Queue DrivenEach Stage is Queue Driven Client / Server architecture Client / Server architecture (Power Builder / SQL-Server)(Power Builder / SQL-Server) Price: $47,000Price: $47,000 (5 User) / $9,000(5 User) / $9,000 (Maintenance)(Maintenance)

Loan OriginationLoan Origination

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Real Estate Approval Pipeline ® NCBReal Estate Approval Pipeline ® NCB Collaborative - Workgroup Architecture (Lotus Collaborative - Workgroup Architecture (Lotus

Notes)Notes) 3 Stages: Application, Approval, Post Approval.3 Stages: Application, Approval, Post Approval. Approval step automates ‘voting’ by loan Approval step automates ‘voting’ by loan

committee members: Eliminates requirement of committee members: Eliminates requirement of loan committee meetings for every approval.loan committee meetings for every approval.

Loan OriginationLoan Origination

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Loan OriginationLoan Origination

Technology: Collaborative workgroup productTechnology: Collaborative workgroup product Purchase third party componentsPurchase third party components Phased development effortPhased development effort High level script programming - i.e. appropriate High level script programming - i.e. appropriate

for power-users with specialized trainingfor power-users with specialized training

Custom DevelopmentCustom Development

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Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

Page 255: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Fund AdministrationFund Administration

Required FunctionsRequired Functions Fund SetupFund Setup Investor Loan ServicingInvestor Loan Servicing Investor Loan ExtensionsInvestor Loan Extensions Reserve AllocationReserve Allocation Fund AllocationFund Allocation Funder ReportingFunder Reporting Capital Requirements PlanningCapital Requirements Planning

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Fund AdministrationFund Administration

Traditional terminal application (4GL)Traditional terminal application (4GL) Client-Server databaseClient-Server database

Technology OptionsTechnology Options

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Fund AdministrationFund Administration

Third Party ProductsThird Party Products LOAN*PRO ® Data Systems Inc.LOAN*PRO ® Data Systems Inc.

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Funder Loans ServicedFunder Loans Serviced

– Funders’ loan amortization schedules may be used to process lender loan Funders’ loan amortization schedules may be used to process lender loan

repayments.repayments. Funder loans are ‘allocated’ to borrower loans through common Funder loans are ‘allocated’ to borrower loans through common

association in ‘Loan Groups’.association in ‘Loan Groups’. Cash Flow projections include funder and borrower activity.Cash Flow projections include funder and borrower activity. Traditional terminal architecture (Windows terminal emulator)Traditional terminal architecture (Windows terminal emulator) Built on Pro4 4GL languageBuilt on Pro4 4GL language Includes source code in purchase priceIncludes source code in purchase price + $20,000 for 1 programmer month customization+ $20,000 for 1 programmer month customization

Loan*Pro ® Data Systems Inc.Loan*Pro ® Data Systems Inc.

Fund AdministrationFund Administration

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Fund AdministrationFund Administration

Technology: Client / Server ArchitectureTechnology: Client / Server Architecture Database: 20 - 25 tablesDatabase: 20 - 25 tables Development effort: 3 - 4 Programmer MonthsDevelopment effort: 3 - 4 Programmer Months Estimated Cost: Price ($75-100/hour) $50,000Estimated Cost: Price ($75-100/hour) $50,000

Custom DevelopmentCustom Development

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Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

Page 262: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Fund RaisingFund Raising

Required FunctionsRequired Functions Funder MarketingFunder Marketing Funder QualificationFunder Qualification Funding ProposalFunding Proposal Funding CloseFunding Close

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Fund RaisingFund Raising

Desktop databaseDesktop database Client-Server databaseClient-Server database Collaborative workgroup architectureCollaborative workgroup architecture

Technology OptionsTechnology Options

Page 265: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

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Fund RaisingFund Raising

Third Party ProductsThird Party Products DonorQuest ® Intrepid SystemsDonorQuest ® Intrepid Systems

DonorPerfect ® SofterWare, Inc.DonorPerfect ® SofterWare, Inc.

Faithful Steward ® DiakoniaFaithful Steward ® Diakonia

FUND E-Z ® FUND E-Z Development Corp.FUND E-Z ® FUND E-Z Development Corp.

FundRaiser+ ® Resource Management SoftwareFundRaiser+ ® Resource Management Software

FUNDimensions ® Electro AcousticsFUNDimensions ® Electro Acoustics

Resource Development System ® Ciconte & AssociatesResource Development System ® Ciconte & Associates

Raiser’s Edge ® BlackbaudRaiser’s Edge ® Blackbaud

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Fund RaisingFund Raising

Third Party ProductsThird Party Products DonorQuest ® Intrepid SystemsDonorQuest ® Intrepid Systems

DonorPerfect ® SofterWare, Inc.DonorPerfect ® SofterWare, Inc.

Faithful Steward ® DiakoniaFaithful Steward ® Diakonia

FUND E-Z ® FUND E-Z Development Corp.FUND E-Z ® FUND E-Z Development Corp.

FundRaiser+ ® Resource Management SoftwareFundRaiser+ ® Resource Management Software

FUNDimensions ® Electro AcousticsFUNDimensions ® Electro Acoustics

Resource Development System ® Ciconte & AssociatesResource Development System ® Ciconte & Associates

Raiser’s Edge ® BlackbaudRaiser’s Edge ® Blackbaud

Desktop ArchitectureDesktop Architecture

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Fund RaisingFund Raising

Third Party ProductsThird Party Products FUND E-Z ® FUND E-Z Development Corp.FUND E-Z ® FUND E-Z Development Corp.

FUNDimensions ® Electro AcousticsFUNDimensions ® Electro Acoustics

Raiser’s Edge ® BlackbaudRaiser’s Edge ® Blackbaud

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Fund RaisingFund Raising

Third Party ProductsThird Party Products FUND E-Z ®- FUND E-Z Development Corp.FUND E-Z ®- FUND E-Z Development Corp.

– Non Profit Accounting, Donor Tracking, Windows, Desktop. Non Profit Accounting, Donor Tracking, Windows, Desktop. $3,000.$3,000.

FUNDimensions ® Electro AcousticsFUNDimensions ® Electro Acoustics– Donor Tracking, Windows, Desktop, $7,191 (5 users)Donor Tracking, Windows, Desktop, $7,191 (5 users)

Raiser’s Edge ® BlackbaudRaiser’s Edge ® Blackbaud– Donor Tracking, Donation Tracking, Windows, Client-Server, Donor Tracking, Donation Tracking, Windows, Client-Server,

$14,000 (5 Users)$14,000 (5 Users)

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Copyright 1999: LIIF

Functionally rich Contact Management system maintains Functionally rich Contact Management system maintains extensive biographical information on individuals and extensive biographical information on individuals and organizations.organizations.

Design manage and track costs for marketing campaigns, Design manage and track costs for marketing campaigns, special events, and annual appeals.special events, and annual appeals.

Setup schedules for required stewardship reporting.Setup schedules for required stewardship reporting. Generate form letters out of Contact database tables.Generate form letters out of Contact database tables. Price: $ Price: $ 14,000 14,000 (5 users)(5 users)

Raiser’s Edge ® BlackbaudRaiser’s Edge ® Blackbaud

Fund RaisingFund Raising

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Copyright 1999: LIIF

Fund RaisingFund Raising

Technology: Collaborative workgroup Technology: Collaborative workgroup architecturearchitecture

Purchase third party componentsPurchase third party components Phased development effortPhased development effort High level script programming - i.e. appropriate High level script programming - i.e. appropriate

for power-users with specialized trainingfor power-users with specialized training

Custom DevelopmentCustom Development

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Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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Copyright 1999: LIIF

Study FindingsStudy Findings

Loan AdministrationLoan Administration

Loan OriginationLoan Origination

Fund AdministrationFund Administration

Fund RaisingFund Raising

Integration ScenariosIntegration Scenarios

Business ApplicationsBusiness Applications

For Each AreaFor Each Area::• Required FunctionsRequired Functions• Technology OptionsTechnology Options• Third Party ProductsThird Party Products• Custom SolutionsCustom Solutions

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LendingLending FinanceFinance OperationsOperations

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LendingLending FinanceFinance OperationsOperations

LoanLoanAdministrationAdministration

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline LoanLoanAdministrationAdministration

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

LoanLoanAdministrationAdministration

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

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Copyright 1999: LIIF

LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

Integration ScenariosIntegration Scenarios

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Copyright 1999: LIIF

LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

Integration Scenario 1Integration Scenario 1

• Client-ServerClient-Server• Buy PackageBuy Package• Strategy ® Strategy ®

McCracken McCracken Financial SoftwareFinancial Software

• Client-ServerClient-Server• Build / ProgramBuild / Program• OutsourceOutsource

Startup cost = $305,000Startup cost = $305,000($155,000 software + $25,000 AS400 + $75.000 training + Loan Admindevelopment $50,000)

Yearly maintenance = $28,000Yearly maintenance = $28,000

• Client-ServerClient-Server• Buy PackageBuy Package• Pipelyne ® Pipelyne ®

McCracken McCracken Financial SoftwareFinancial Software

• Client - ServerClient - Server• Buy PackageBuy Package• Raiser’s Edge ® Raiser’s Edge ®

BlackbaudBlackbaud

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Copyright 1999: LIIF

LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

Integration Scenario 2Integration Scenario 2

• Client-ServerClient-Server• Buy PackageBuy Package• Strategy ® Strategy ®

McCracken McCracken Financial SoftwareFinancial Software

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

• Client-ServerClient-Server• Build / ProgramBuild / Program• OutsourceOutsource

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

Startup cost = $215,000Startup cost = $215,000($90,000 software + $25,000 AS400 + $50.000 training + Loan Admindevelopment $50,000)

Yearly maintenance = $16,200Yearly maintenance = $16,200

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

Integration Scenario 3Integration Scenario 3

• 4GL application4GL application• Buy PackageBuy Package• Loan*Pro ® Data Loan*Pro ® Data

Systems Inc.Systems Inc.

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

• 4GL application4GL application• Customize PackageCustomize Package• Loan*Pro ® Data Loan*Pro ® Data

Systems Inc.Systems Inc.

Startup cost = $30,000Startup cost = $30,000($7,200 software + $3,000 training + $20,000 customization for Loan Administration)

Yearly maintenance = $1,200Yearly maintenance = $1,200

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LendingLending FinanceFinance OperationsOperations

Loan PipelineLoan Pipeline FundFund AdministrationAdministration

FundFundRaisingRaising

LoanLoanAdministrationAdministration

Integration Scenario 4Integration Scenario 4

• Client-ServerClient-Server• Buy PackageBuy Package• Nortridge Loan Nortridge Loan

SystemSystem

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

• Client-ServerClient-Server• Build / ProgramBuild / Program• OutsourceOutsource

• WorkgroupWorkgroup• Build / ConfigureBuild / Configure• In-HouseIn-House

Startup cost = $93,000Startup cost = $93,000($31,000 software + $12.000 training + Loan Admin development $50,000)

Yearly maintenance = $6,200Yearly maintenance = $6,200

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Copyright 1999: LIIF

Study FindingsStudy Findings

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Copyright 1999: LIIF

Study FindingsStudy Findings

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Copyright 1999: LIIF

Study FindingsStudy Findings

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

Network TechnologiesNetwork Technologies

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

Network TechnologiesNetwork Technologies

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Workgroup Network ArchitectureWorkgroup Network Architecture

Connectivity StrategiesConnectivity Strategies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Workgroup Network ArchitectureWorkgroup Network Architecture

Enterprise Network ArchitectureEnterprise Network Architecture

Connectivity StrategiesConnectivity Strategies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Workgroup Network ArchitectureWorkgroup Network Architecture

Enterprise Network ArchitectureEnterprise Network Architecture

Connectivity StrategiesConnectivity Strategies

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Network ArchitectureNetwork ArchitectureLIHF Home OfficeLIHF Home Office

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Network ArchitectureNetwork ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

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Network ArchitectureNetwork ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

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Network ArchitectureNetwork ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

WANs are slow andundependable

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Network ArchitectureNetwork ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

WANs often fail

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Workgroup Network ArchitectureWorkgroup Network ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Each office is separateEach office is separateworkgroup:workgroup:• Passwords maintained in Passwords maintained in

each PC.each PC.• Users work independentlyUsers work independently• Few shared resourcesFew shared resources• Few ‘Enterprise wide’ Few ‘Enterprise wide’

servicesservices

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Copyright 1999: LIIF

Workgroup Network ArchitectureWorkgroup Network Architecture

Appropriate TechnologiesAppropriate Technologies ISP-based EmailISP-based Email Intranet applicationsIntranet applications

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

Internet

Email Clients

Email Clients

Pop3 MailboxesPop3 MailboxesRented from ISPRented from ISP

ISP-Based EmailISP-Based Email

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

Internet

Email Clients

Email Clients

Pop3 MailboxesPop3 MailboxesRented from ISPRented from ISP

Simple Mail OnlyNo Collaborative /

Workgroup functions.

ISP-Based EmailISP-Based Email

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Intranet ArchitectureIntranet ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Internet Browsers

Intranet Browsers

Intranet Server

Internet Applications • Organization memos & documentsOrganization memos & documents• Intranet enabled applicationsIntranet enabled applications• Automated distribution and Automated distribution and setup of client-server applicationssetup of client-server applications

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Copyright 1999: LIIF

Study FindingsStudy Findings

Workgroup Network ArchitectureWorkgroup Network Architecture

Enterprise Network ArchitectureEnterprise Network Architecture

Connectivity StrategiesConnectivity Strategies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Workgroup Network ArchitectureWorkgroup Network Architecture

Enterprise Network ArchitectureEnterprise Network Architecture

Connectivity StrategiesConnectivity Strategies

Page 306: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Enterprise Network ArchitectureEnterprise Network ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

LIHF NetworkLIHF NetworkDomainDomain

• Single ‘Domain’View of entire Single ‘Domain’View of entire networknetwork

• Single system administrator Single system administrator controls user accounts and controls user accounts and system access privilegessystem access privileges

• Enterprise wide services Enterprise wide services provided for all usersprovided for all users

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Network Domain ServicesNetwork Domain Services

Primary Domain Controller

SecurityAccountsDatabase

• Manages all user accounts:Manages all user accounts: User names, passwords, privilegesUser names, passwords, privileges

• Controls access to all network resources:Controls access to all network resources: Computers, files, programs, printersComputers, files, programs, printers

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecurityAccountsDatabase

Primary Domain Controller

WAN

Network Domain ServicesNetwork Domain Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecurityAccountsDatabase

Primary Domain Controller

WAN

Heavy system traffic Heavy system traffic to Domain Controllerto Domain Controller

Network Domain ServicesNetwork Domain Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecurityAccountsDatabase

Primary Domain Controller

WAN

Network Domain ServicesNetwork Domain Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecurityAccountsDatabase

Primary Domain Controller

Backup Domain Controller

SecurityAccountsDatabase

WAN

Network Domain ServicesNetwork Domain Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecurityAccountsDatabase

Primary Domain Controller

Backup Domain Controller

SecurityAccountsDatabase

Allows User Authenticationif WAN fails.

WAN

Network Domain ServicesNetwork Domain Services

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Secure File ServicesSecure File ServicesLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecureSharedFolders

Backup Tape

WAN

Secure Shared Folders:Secure Shared Folders:• Public foldersPublic folders• Private foldersPrivate folders• Mirrored disksMirrored disks• Daily tape backupDaily tape backup

Enterprise File Server

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Secure File ServicesSecure File ServicesLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

SecureSharedFolders

Backup Tape

WAN

Secure Shared Folders:Secure Shared Folders:• Public foldersPublic folders• Private foldersPrivate folders• Mirrored disksMirrored disks• Daily tape backupDaily tape backup

Heavy access ofHeavy access ofShared FilesShared Files

Enterprise File Server

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Secure File ServicesSecure File ServicesLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

Enterprise File ServerSecureSharedFolders

Backup Tape

WAN

Secure Shared Folders:Secure Shared Folders:• Public foldersPublic folders• Private foldersPrivate folders• Mirrored disksMirrored disks• Daily tape backupDaily tape backup

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Enterprise File Server LimitationsEnterprise File Server Limitations Slow transmission times across WANSlow transmission times across WAN

Example: Transfer of 6mb MAP database file:Example: Transfer of 6mb MAP database file:– 3.6 minutes at 384 kbps3.6 minutes at 384 kbps– 10.8 minutes at 128 kbps10.8 minutes at 128 kbps– 47.7 minutes at 28.8 kbps47.7 minutes at 28.8 kbps

Proliferation of multiple private copies of filesProliferation of multiple private copies of files

Office ConnectivityOffice Connectivity

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Network File Server ArchitectureNetwork File Server ArchitectureLIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

File Server

Backup Tape

File Server

WAN

SecureSharedFolders

SecureSharedFolders

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

EmailEmail Shared fax servicesShared fax services Workgroup CollaborationWorkgroup Collaboration

• CalendaringCalendaring• SchedulingScheduling• Task managementTask management• Contact managementContact management• Work flowWork flow• Document storage and replicationDocument storage and replication

Collaborative Workgroup ServicesCollaborative Workgroup Services

Supported FunctionsSupported Functions

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Email Clients

Email Clients

Email Server

Collaborative / WorkgroupApplications

Collaborative Workgroup ServicesCollaborative Workgroup Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Email Clients

Email Clients

Email Server

Collaborative / WorkgroupApplications

Heavy access ofHeavy access ofMessage StoresMessage Stores

Collaborative Workgroup ServicesCollaborative Workgroup Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Email Clients

Email Clients

Email Server

Collaborative / WorkgroupApplications

Collaborative Workgroup ServicesCollaborative Workgroup Services

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LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

WAN

Email Clients

Email Clients

Email Server

Collaborative / WorkgroupApplications

Replicated Email Server

Collaborative / WorkgroupApplications

Collaborative Workgroup ServicesCollaborative Workgroup Services

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Microsoft-Recommended Microsoft-Recommended Enterprise ArchitectureEnterprise Architecture

for Branch Officesfor Branch Offices

Offices can work Offices can work independently if WAN failsindependently if WAN fails

Replication used for:Replication used for:– Network securityNetwork security– EmailEmail– Workgroup collaborationWorkgroup collaboration

WAN Router

• NT ServerNT Server• File server with tape backupFile server with tape backup• Backup Domain ControllerBackup Domain Controller• Replicating Exchange ServerReplicating Exchange Server

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Enterprise Network ArchitectureEnterprise Network Architecture Network Domain ServicesNetwork Domain Services Secure File ServicesSecure File Services Collaborative Workgroup ServicesCollaborative Workgroup Services

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

Network TechnologiesNetwork Technologies

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

Network TechnologiesNetwork Technologies

Office ConnectivityOffice Connectivity

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Copyright 1999: LIIF

Study FindingsStudy Findings

Network TechnologiesNetwork Technologies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Private Leased LinesPrivate Leased Lines

Network TechnologiesNetwork Technologies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Private Leased LinesPrivate Leased Lines

Virtual Private Networks (DSL)Virtual Private Networks (DSL)

Network TechnologiesNetwork Technologies

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Copyright 1999: LIIF

Study FindingsStudy Findings

Private Leased LinesPrivate Leased Lines

Virtual Private Networks (DSL)Virtual Private Networks (DSL)

Network TechnologiesNetwork Technologies

Page 337: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

PrivateCommunication

Network

Private Leased Lines Private Leased Lines LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

Router

NT Server(s)

NT Server

Frame Relay Connection

Local Portal

Router

Frame RelayConnection

Local Portal

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Private Leased LinesPrivate Leased Lines

NY and LA Offices: 56 KbpsNY and LA Offices: 56 Kbps SF Office: 128 KbpsSF Office: 128 Kbps Frame relay leased line from SprintFrame relay leased line from Sprint Startup Cost: $3,960Startup Cost: $3,960 Annual Maintenance: $23,376Annual Maintenance: $23,376

Connectivity ScenarioConnectivity Scenario

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Internet

LIHF Home OfficeLIHF Home Office

LIHF Branch OfficeLIHF Branch Office

VPN Router

VPN Router

NT Server(s)

NT Server

DSL Connection

DSL Connection

Local ISP

Local ISP

Virtual Private Network Virtual Private Network

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Copyright 1999: LIIF

Virtual Private NetworkVirtual Private Network

Speed: 128 Kbps.Speed: 128 Kbps. SF and LA offices: ADSL from PacBellSF and LA offices: ADSL from PacBell NY Office: IDSL from ConcentricNY Office: IDSL from Concentric Startup Cost: $3,372Startup Cost: $3,372 Annual Maintenance: $3,384Annual Maintenance: $3,384

Connectivity Scenario 1Connectivity Scenario 1

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Copyright 1999: LIIF

Virtual Private NetworkVirtual Private Network

Speed: 192 Kbps.Speed: 192 Kbps. All Offices: SDSL from ConcentricAll Offices: SDSL from Concentric Startup Cost: $3,822Startup Cost: $3,822 Annual Maintenance: $6,084Annual Maintenance: $6,084

Connectivity Scenario 2Connectivity Scenario 2

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Copyright 1999: LIIF

Study FindingsStudy Findings

Connectivity StrategiesConnectivity Strategies

Network TechnologiesNetwork Technologies

Office ConnectivityOffice Connectivity

Page 343: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Study FindingsStudy Findings

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

Page 344: Prepared By: IBT, Inc. June, 1999 IT Needs Assessment The following document is posted by the Low Income Investment Fund (LIIF) in accordance with the

Copyright 1999: LIIF

Study FindingsStudy Findings

Business ApplicationsBusiness ApplicationsOffice ConnectivityOffice ConnectivitySystems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Systems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Systems UpgradeSystems Upgrade

Systems Software InfrastructureSystems Software Infrastructure

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Network Operating SystemNetwork Operating System WAN SecurityWAN Security Email / Collaborative Workgroup SoftwareEmail / Collaborative Workgroup Software Client-Server DatabaseClient-Server Database Fax ServicesFax Services Modem SharingModem Sharing Web ServerWeb Server Web AuthoringWeb Authoring Office AutomationOffice Automation Desktop DatabaseDesktop Database

Systems UpgradeSystems Upgrade

Systems Software InfrastructureSystems Software Infrastructure

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Systems UpgradeSystems Upgrade

MS Small Business ServerMS Small Business Server

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Systems UpgradeSystems Upgrade

MS Small Business ServerMS Small Business Server Windows Backoffice SuiteWindows Backoffice Suite

– Windows NT 4.0 (Domain Server)Windows NT 4.0 (Domain Server)– Outlook / Exchange ServerOutlook / Exchange Server– SQL ServerSQL Server– Fax ServerFax Server– Modem Sharing ServerModem Sharing Server– Proxy ServerProxy Server– Internet Information Server / FrontPageInternet Information Server / FrontPage

MS Office 2000 SuiteMS Office 2000 Suite

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Systems UpgradeSystems Upgrade

Hardware InfrastructureHardware Infrastructure

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Systems UpgradeSystems Upgrade

Hardware InfrastructureHardware Infrastructure Large Servers Large Servers Small ServersSmall Servers Work StationsWork Stations PeripheralsPeripherals LAN HardwareLAN Hardware WAN HardwareWAN Hardware Machine Room InstallationMachine Room Installation

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Small BusinessSmall BusinessServerServer

• Primary Domain Controller• Enterprise Administration• Network Tape Backup• Exchange ( Domino)• Fax, Modem Servers

Loan ServicingLoan ServicingServerServer

• Windows NT Server• SQL Server (App.Database)• Database Tape Backup • Loan Servicing Application• MIP ?

Backup DomainBackup DomainControllerController

• Windows NT Server• Backup Domain Controller

VPN Router +VPN Router +FirewallFirewall

Hardware InfrastructureHardware Infrastructure

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Systems UpgradeSystems Upgrade

Comparative CostsComparative Costs

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Systems UpgradeSystems Upgrade

Comparative CostsComparative CostsComponent Type Location Number Cost

Large Server SF 2 $12,000 - $15,000Small Server SF 2 (Note 1) $10,000Small Server Branch 2 (Note 2) $10,000

Hardware

Workstation All 30 $30,000 - $45,000Small BusinessServer

SF 1 $3,250

SF 3 (Note 1) $3,375NT ServerBranch 2 (Note 2) $2,250

Exchange Server Branch 2 (Note 2) $2,000

Software

Office Suite All 30 $10,800Optional Small Servers in SF used for backup hardware for large servers, and / or Backup Domain Controllers.

Optional Small Servers in Branch Offices used for Replicated Backup Domain Controllers, and Replicated Exchange (or Domino) servers.

Costs are rough estimates and do not include installation, other system administration tools, maintenance, training, etc.

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Study FindingsStudy Findings

Systems Software InfrastructureSystems Software Infrastructure

Hardware InfrastructureHardware Infrastructure

Comparative CostsComparative Costs

Systems UpgradeSystems Upgrade

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Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Outline of TopicsOutline of Topics

Executive SummaryExecutive Summary Work PerformedWork Performed Business Analysis ReviewBusiness Analysis Review Technology Architecture ReviewTechnology Architecture Review Study FindingsStudy Findings

• Business ApplicationsBusiness Applications• Office ConnectivityOffice Connectivity• Systems UpgradeSystems Upgrade

Next StepsNext Steps

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Next StepsNext Steps

Select strategies for business applications, Select strategies for business applications, office connectivity and systems upgradeoffice connectivity and systems upgrade

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Next StepsNext Steps

Select strategies for business applications, Select strategies for business applications, office connectivity and systems upgradeoffice connectivity and systems upgrade

Form application procurement committeesForm application procurement committees

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Next StepsNext Steps

Select strategies for business applications, Select strategies for business applications, office connectivity and systems upgradeoffice connectivity and systems upgrade

Form application procurement committeesForm application procurement committees Develop project plan for system migrationDevelop project plan for system migration

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Prepared By: IBT, Inc.Prepared By: IBT, Inc.

June, 1999June, 1999

IT Needs AssessmentIT Needs Assessment