Itp Workplan

[CLIENT NAME] ITP Workplan

Draft

Confidential

ITP Project Work Plan Refer to the Organization Chart included in the Project Plan as a cross-reference.

Activity /Task ITP Task Force Meetings ITP Kick-Off Phase II Report Competitive Assessment (tentative) Phase III Interim Reports Phase III Wrap-up

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Responsible Due

Revised Actual

Comments

All

5/1/1995

2 hours, 2pm - 4pm

All All All All

5/12/1995 5/26/1995 6/2/1995 6/30/1995

2 hours, 1pm - 3pm 2 hours, 1pm - 3pm 2 hours, 1pm - 3pm - Presentations by PAG's 2 hours, 1pm - 3pm - Presentations by PAG's

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Phase II - Data Collection / Analysis Interviews Schedule and complete

PD

4/21/1995 4/21/1995

Documentation Collection Complete collection process Organize / inventory

SA SA SA

4/21/1995 4/21/1995 4/21/1995

Business Vision / I.T. Principles Finalize Date Prepare Conduct Consolidate / summarize results

ITPTF, Client Sr.Exec. PD, AM PD, SHL SHL, All SA

4/28/1995 4/26/1995 5/15/1995 5/16/1995 5/23/1995

Technical Assessment Summarize data Distribute for comment Schedule work sessions Finalize

SA SA SA SA

4/21/1995 4/21/1995 4/21/1995 5/19/1995

Applications Assessment Summarize data Distribute for comment Schedule work sessions Finalize

SA SA SA SA

4/21/1995 4/21/1995 4/21/1995 5/19/1995

Workshops

Lending

Lending, Servicing, Finance, other

PD - Project Director, SA - Systems Architect, AM - SHL Account Manager

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Phase II - Data Collection / Analysis (continued) High Level Systems Input Summarize key interview data

PD

5/5/1995

Project Selection Methodology Draft initial methodology Circulate for review Revise / finalize

AM AM AM

4/26/1995 5/2/1995 5/5/1995

Competitive Analysis (continues in Phase III) Choose vendor PD Perform research PD Summarize findings PD Present results PD

5/9/1995 5/19/1995 5/19/1995 5/26/1995

I.S. Cost Analysis Establish goals Perform research Summarize results

PD PD PD

4/19/1995 5/3/1995 5/5/1995

Presentation and Deliverables Summarize info. for each section Develop Phase II Report Circulate for review Revise / present to ITPTF Present to Sr. Mgmnt.

PD, SA, AM PD, SA, AM PD, SA, AM PD, SA, AM PS, PD, AM

5/5/1995 5/9/1995 5/9/1995 5/12/1995

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Very high-level vision / requirements

Outside cons. ITPTF Meeting

To be confirmed

See Phase II Del. Description QA Checkpoint First regular ITPTF Meeting

TBD

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Phase III - Analysis and Recommendations Lending Plan Analysis Develop workplan / assess applications Gather existing plan resources Develop project short-list Perform project analysis, including: High-level requirements update Vendor information collection Cost analysis (high-level) Benefit analysis (high-level) Timing Options comparison / analysis Recommendations / Rationale Present interim analysis results Develop final summary presentation

LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG LPAG

5/2/1995 5/2/1995 5/2/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/2/1995 6/30/1995

Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format

LPAG = Lending Plan Analysis Group Phase III - Analysis and Recommendations (continued)

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Draft Servicing Plan Analysis Develop workplan / assess applications Gather existing plan resources Develop project short-list Perform project analysis, including: High-level requirements update Vendor information collection Cost analysis (high-level) Benefit analysis (high-level) Timing Options comparison / analysis Recommendations / Rationale Present interim analysis results Develop final summary presentation

TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD

5/17/1995 5/12/1995 5/17/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/9/1995 6/30/1995

Confidential

Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format

TBD - To be determined

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Phase III - Analysis and Recommendations (continued)

Retail Plan Analysis Develop workplan / assess applications Gather existing plan resources Develop project short-list Perform project analysis, including: High-level requirements update Vendor information collection Cost analysis (high-level) Benefit analysis (high-level) Timing Options comparison / analysis Recommendations / Rationale Present interim analysis results Develop final summary presentation

RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG RPAG

5/3/1995 5/3/1995 5/3/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/2/1995 6/30/1995

Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format

RPAG - Retail Plan Analysis Group

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Phase III - Analysis and Recommendations (continued)

Finance / Data Plan Analysis Group Develop workplan Gather existing plan resources Develop project short-list Perform project analysis, including: High-level requirements update Vendor information collection Cost analysis (high-level) Benefit analysis (high-level) Timing Options comparison / analysis Recommendations / Rationale Present interim analysis results Develop final summary presentation

FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG FDPAG

5/16/1995 5/12/1995 5/16/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/2/1995 6/30/1995

Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format

FDPAG - Finance / Data Plan Analysis Group

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Phase III - Analysis and Recommendations (continued)

Infrastructure / Phone Plan Analysis Group Develop workplan IPAG Gather existing plan resources IPAG Develop project short-list IPAG Perform project analysis, including: IPAG High-level requirements update IPAG Vendor information collection IPAG Cost analysis (high-level) IPAG Benefit analysis (high-level) IPAG Timing IPAG Options comparison / analysis IPAG Recommendations / Rationale IPAG Present interim analysis results IPAG Develop final summary presentation IPAG

5/15/1995 5/12/1995 5/15/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/30/1995 6/2/1995 6/30/1995

Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format

IPAG - Infrastructure Plan Analysis Group

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Phase III - Analysis and Recommendations (continued) Presentation and Deliverables

TBD

TBD

Phase IV - Plan and Budget

TBD

TBD

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