【正文】 r o d u c ti vy =A s s et/Em p l o y ee)While the past five years have been successful, Bank X’ s future looks to be even more challenging. Bank X must find ways to grow without impacting its high productivity. The Future: the case for change Large Size High Performance Target Source: Institutional Investor, 8/95 8 ISP Project Executive Summary February 15, 1995 Bank X current applications represent only 38%* of the applications it will need to lead in the future. Yet at the current pace of application building and IT expenditure, it may take 812 years to plete identified applications. The Future: the case for change * Based on applications identified in ISP project I T S pe nd i ng0 . 0 0 %0 . 1 0 %0 . 2 0 %0 . 3 0 %0 . 4 0 %0 . 5 0 %0 . 6 0 %0 . 7 0 %H a n aB a n k 39。 l I n vest m en t Man agem en tE n h an c e n ew en vi r on m en tD i s as t er R ec ov er y P l an1996 1997 1998 1999 2023 2023Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2F ull time eq uiv ale n t( I n c l. E xte rn al) 27 55 50 62 58 64 56 41 33 52 59 56 45 39 37 29 22 19 13 2 023 ISP Project Executive Summary February 15, 1995 4. Technology Infrastructure and EDP Org. Current Systems, Infrastructure, EDP Org. 24 ISP Project Executive Summary February 15, 1995 While most of the new applications could be built on the existing mainframe systems, the new environment will be more effective. It will, however, require mitment to EDP training and infrastructure spending. Technology Infrastructure Operational Information Surround with advanced technology ? Information Service Delivery Ju Hyo Kim 1234 5643 231 Maintain existing architecture Operational Information Operational Remendation 3: Select an advanced UNIX technical infrastructure for new applications。 g 1 2 . F i n a n c i a l Bu d g e t i n g F o re c a s t1 3 . R i s k / R e t u rn M a n a g e m e n t1 4 . Bu s i n e s s U n i t Pro f i t a b i l i t y1 5 . R e g u l a t o ry C o m p l i a n c e1 6 . AL M1 7 . Pro d u c t i v i t y R e p o rt i n g1 8 . Se rv i c e Q u a l i t y M a n a g e m e n t1 9 . Pro d u c t Pro f i t a b i l i t y2 0 . C u s t o m e r Se g m e n t Pro f i t a b i l i t y2 1 . Sa l e s Pe rf o rm a n c e R e p o rt i n g2 2 . M a rk e t R e s e a rc h An a l y s i s2 3 . T re a s u ry M a n a g e m e n t2 4 . I n t 39。9 51 0 , 7 7 1 H a na 39。l Investment Management Eletronic Office Financial Transfer Rate Exchange Rate B/S, P/L Budget Financial Mgmt. Accounting Costs Revenues Profitabi lity Financial Budgeting Forecasting Analysis . Liquidity . Interest Rate . FX Rate . Duration ALM Credit Interest Rate Fx Rate Liquidity Risk/Return Management Branch/ cost center Business Unit Profitability Ratio . BIS . CD Risk Exposure Regulatory Compliance Phase 1 Phase 2 Phase 3 Information Action Plan Overview 5 ISP Project Executive Summary February 15, 1995 The ISP project is making five major remendations that will significantly change Bank X. The goal of today’ s meeting is to confirm with you the remendations shown below and to request your support as we move forward. Remendation 1: Focus systems development on new customer relationship, profitability management, and risk management applications. Remendation 2: Divide applications into three phases: customer relationship first, management control second, low priority third. Remendation 3: Select an advanced UNIX technical infrastructure for new applications。1 ISP Project Executive Summary February 15, 1995 Information Action Plan Summary Report 1) Information Action Plan Overview 2) The Future: The Case for Change 3) Strategic Application Projects 4) Technology Infrastructure EDP Organization 5) Programme cost, resources, and manpower 6) Programme Change Management 7) Next Steps 2 ISP Project Executive Summary February 15, 1995 1. Information Action Plan Overview Information Action Plan Overview 3 ISP Project Executive Summary February 15, 1995 Stage 2 Organization Plan Technology Plan Business Competition Assessment IT Possibility Analysis Stage 1 The Information System Planning (ISP) project is plete. We have identified a 5 year application strategy (shown on next page) aligned with Bank X’ s business strategy. We have also identified the data and technology infrastructures, projects, and schedule to carry out these strategies. ISP Planning Project Workplan Information Action Plan Overview Data Application Plan Information Action Plan Projects and Schedules Scope Definition Classifications Current Situation Assessment IT Strategy Application, Data, and Technical Strategies 4 ISP Project Executive Summary February 15, 1995 Product Factory Operations Processing Closing Settlement Product Administration Central Processing Navigator Driver Daily Monthly Closing Loans B/S P/L Accounting Product Management Credit Card Domestic Exchange External Data Processing Foreign Exchange Deposits LOG Analysis Deferred System Expenses Suspense39。 PB Mgmt. Operator Mgmt. Online Authorization Handling Financial Non financial Transaction Management Workflow Management Log all entries Audit Trailer Journal Processing Pending Rejected Transaction Handling Procedure Timing Product Process Activity Work Measurement Cash in/out Teller Bal. Branch Bal. Safety/Night deposit Intraday Balance Mgmt. Operation Costs