Post on 24-Jun-2020
1
Application ServersG22.3033-011
Session 1 - Sub-Topic 3Detailed Project Development Methodology
Dr. Jean-Claude Franchitti
New York UniversityComputer Science Department
Courant Institute of Mathematical Sciences
Vision andObjectivesVision andObjectives
Mapping Vision to Solution
ProcessModel
ProcessModel
SolutionArchitecture
SolutionArchitecture
WORK STREAMS
Customer facing
IT analysis and design
Business processes
Regulatory analysis
Accounting and fiscal analysis
Competitive analysis
Business case
JV and partner-ship analysis
Go-to-market strategy
OUTPUT
Preliminary Future State Model– Preliminary IT Architecture Design
– Preliminary Business Process Design
• 120+ interviews• Demographic research
• Current IT state assessment• Architecture design/collaboration
• Current business processassessment
• Operating model design/collaboration
• Deal structure assessment• Regional regulatory analysis for
operating model
• Tax assessment• Global analysis of tax implications
for operating model
• Regional competitive assessment(including Web site evaluation)
• Demographic research
• Documentation of revenue and costdriver
• Financial model development
• Document findings from duediligence conversations
• Develop general terms andconditions of JV/partnership
• Document integration plan for allwork streams
• Structure BSCH LAO strategicplan
Fulfilling the Objectives to Support the Vision
Extraction of Capabilities
Refinements
Validation
Final Future State Model– Future State IT Architecture Design
– Future State Business Process Design
Constraints
Iterative
FUTURE STATE REALIZATION PROCESS
2
Current State Summary
Sample Business Model
ReceivingCRM/Sales RepsDistribution
AccountsPayable
AccountsReceivable
End UsersMaintenanceshops
Brokers
Internaldepartments
ManufacturersSuppliers
In-house processes
WEBProcesses
Customers
• Shipments
• ...
Purchasing
• Request
• Bids
• Availability
• ...
• Electronic invoices
• EFT
• …
• Information
• Products
• Pricing
• Orders
• Forecasts
• ...
Current State Trading Business Model
Mexico Client Brazil Client Argentina Client
BSC
H In-house Processes
Sales
Local Exchange (listed instruments)
(Arg
entin
a)
Purchase & Sales
ClearingHouse
News &Information
Services
Cash / Securities Inventory
Depository
BrokerageFirms
TransferAgents
CommercialBanks
Stock Record
Dividend
Accounting
Proxy & Capital Reorg
Order RoomTrading Desk
(OTC instruments)
3
Current State Business Process Hierarchy
Sales / Marketing Order Room
Customer Acquisition Place Orders
Product Determination
Product Promotion
Campaign Strategy
Purchase & Sales New Accounts Stock Record
Reconcilement
Confirm GTC Orders
Organize Pending Orders
Customer Confirmation
Booking
Clearing & Settlement
Figuration
Recording
Brokerage
Open Accounts
Account Maintenance
Process Thread - does not currently exist
Legend:
Process Thread
Primary Process Group
Intermediate Group
Account Numbering
Audit
Security Movements
Margin
Account Maintenance
Sales Support
Clear Issuance of Checks
Items Due
Extensions
Close Outs
Delivery of Securities
Accounting Proxy & Capital Reorg Cash / Securities Inventory Dividend
Proxy Voting
Annual Reports, etc.Daily Cash Record
Adjusted Trial Balance
Bookkeeping
Profit & Loss Statement
Trial Balance
Establish Accounts
Bank Loan
Vaulting
Receive & Deliver
Stock Loan/Borrow
Transfer
Reorganization
Cash Dividends
Stock Splits
Due Bills
Bond Interest
Future State Drivers
Preliminary Capabilities Matrix(Customer-driven)
Secure Transactions
Research
News
Real-time Quotes
Education
Help
Customization
Analytics
Online Order Status
Modeling
Etc.
Institutional Active Involved Passive
Investor Profile
Cap
abili
ties
4
Preliminary Capabilities Matrix(Competition-driven)
Secure Transactions
Research
News
Real-time Quotes
Education
Help
Customization
Analytics
Online Order Status
Modeling
Etc.
Institutional Active Involved Passive
Investor Profile
Cap
abili
ties
Preliminary Capabilities Matrix(Technology-driven)
Secure Transactions
Research
News
Real-time Quotes
Education
Help
Customization
Analytics
Online Order Status
Modeling
Etc.
Institutional Active Involved Passive
Investor Profile
Cap
abili
ties
Identifying Capabilities– Web Portal– e-Procurement Capabilities– Personalization and Customer
Relationship Management (CRM)Capabilities
– Data Warehousing and BusinessIntelligence
– Documentation Management– Other Global and General Requirements
5
Future State Processes
Future State Trading Business Model
Mexico Client Brazil Client Argentina Client
BSC
H In-house Processes
Sales
Local Exchange (listed instruments)
(Arg
entin
a)
Purchase & Sales
ClearingHouse
News &Information
Services
Cash / Securities Inventory
Depository
BrokerageFirms
TransferAgents
CommercialBanks
Stock Record
Dividend
Accounting
Proxy & Capital Reorg
Order RoomTrading Desk
(OTC instruments)
BSCH ONLINE
Future State Business Process Hierarchy
Sales / Marketing Order Room
Customer Acquisition Place Orders
Product Determination
Product Promotion
Campaign Strategy
Purchase & Sales New Accounts Stock Record
Reconcilement
Confirm GTC Orders
Organize Pending Orders
Customer Confirmation
Booking
Clearing & Settlement
Figuration
Recording
Brokerage
Open Accounts
Account Maintenance
Account Numbering
Audit
Security Movements
Margin
Account Maintenance
Sales Support
Clear Issuance of Checks
Items Due
Extensions
Close Outs
Delivery of Securities
Accounting Proxy & Capital Reorg Cash / Securities Inventory Dividend
Proxy Voting
Annual Reports, etc.Daily Cash Record
Adjusted Trial Balance
Bookkeeping
Profit & Loss Statement
Trial Balance
Establish Accounts
Bank Loan
Vaulting
Receive & Deliver
Stock Loan/Borrow
Transfer
Reorganization
Cash Dividends
Stock Splits
Due Bills
Bond Interest
****
* **
***
Process Thread - does not currently exist
Legend:
Process Thread
Primary Process Group
Intermediate Group
* impacted by BSCHBroker solution
*
6
Customer Application Process
Homepage(Global)
CountryPage
Complete BaseDetail
(citizenship,residency,mailing
address)
RegisterApplication
Web Channel
SignApplication
Form &Check/$ &Any other
Documents
PerformDue
Diligence
Mail or branch visit
Client
BSCHonline
"localoffice"
BSCHAffiliate
Clearing &Custodial
AgreementsETC...
Approval
No
RejectionLetter
Mail and E-mail
Yes
CreateBrokerage
account, subaccount, and
security
Welcome e-mail with
instructionsto accessaccount
Papers andPackets
(marketing)
How much of theprocess can be
automated?
Check/funds clear
What's involved?
Send Applicationform by e-mail
BranchChannel
***Draw on local expertise and resources***
Client
Equity Trading ProcessClient(e.g.
MX,AR,Br)
LocalExchange(MX, AR,
BR)
Clientlogs in
"Personalized" Web Page
SubmitsOrder
Account validated
Validate Order
Valid
"Not a validorder"
NO
Manual ReviewNeeded
YesBSCHOnline is anexchange member
No
Route tolocal
affiliate
Yes
Electronic TradingAvailable
YesNo
"Electronicpass
through"
Electronicsubmissionexecution
NonAutomatedExecution
No
MonitorExecution
E-mailConfirmation
ConfirmExecution(price Qty,
Etc..)
RecordOrder
Debitcustomeraccountsec/cash
Updatecustomeraccount
"Real-timealert" (where
possible)
* Order validation rule set will vary by location/customer
Is it Domesticyes
TriggerFXNo
FX ProcessBSCH Affiliate/
Partner(MX, AR, BR)
BSCHOnlineFront/Back
Office(e.g. MX, AR,
BR)
Clearing andCustodial
Agreements
ElectronicExecution?
Yes
*
ClientClient Callsin Order
Fixed Income Trading ProcessClient(e.g.
MX,AR,Br)
OTCMarket
(MX, AR,BR)
Clientlogs in
"Personalized" Web Page
SubmitsOrder
Account validated
Validate Order
Valid
"Not a validorder"
NO
Manual ReviewNeeded
YesIs this a product
offered by BSCH.
No
Route tolocal
affiliate
Yes
Electronic TradingAvailable
YesNo
"Electronicpass
through"
Electronicsubmissionexecution
NonAutomatedExecution
No
MonitorExecution
E-mailConfirmation
ConfirmExecution(price Qty,
Etc..)
RecordOrder
Debitcustomeraccountsec/cash
Updatecustomeraccount
"Real-timealert" (where
possible)
* Order validation rule set will vary by location/customer
Is it Domesticyes
TriggerFXNo
FX ProcessBSCH Affiliate/
Partner(MX, AR, BR)
BSCHOnlineFront/Back
Office(e.g. MX, AR,
BR)
Clearing andCustodial
Agreements
ElectronicExecution?
Yes
*
ClientClient Callsin Order
7
Mutual Fund Trading ProcessClient(e.g.
MX,AR,Br)
MutualFund
Clearing(MX, AR,
BR)
Clientlogs in
"Personalized" Web Page
SubmitsOrder
Account validated
Validate Order
Valid
"Not a validorder"
NO
Manual ReviewNeeded
YesIs the mutual fund a BSCH
fund or a listed fund
No
Route tolocal
affiliate
Yes
No
Yes
Electronicsubmissionexecution
NonAutomatedExecution
MonitorExecution
E-mailConfirmation
ConfirmExecution(price Qty,
Etc..)
RecordOrder
Debitcustomeraccountsec/cash
Updatecustomeraccount
"Real-timealert" (where
possible)
* Order validation rule set will vary by location/customer
Is it Domesticyes
TriggerFXNo
FX ProcessBSCH Affiliate/
Partner(MX, AR, BR)
BSCHOnlineFront/Back
Office(e.g. MX, AR,
BR)
Clearing andCustodial
Agreements
ElectronicExecution?
*
ClientClient Callsin Order
CentralizedMutualFund ClearingOrganization
Yes
No
Solution Architecture
Sample ConceptualTechnology Vision
SuppliersVirtual
Buyer’s Virtual Catalog
Business Intelligence
Auctioning/Reverse-Auctioning
Customer Management
E-ProcurementCore Engine
Customization
DocumentationManagement
Web Portal EDI Gateway
ElectronicDocuments
RFQs
Web Suppliers Interface
Orders Receipts
Procurement Interface
Electronic Catalogs(OBI, XML, EDI 832, etc.)
Legacy Applications
Source and Procure
Parts Management
Legacy Web Systems Databases)
Document ManagementFinancial
Applications
8
Legend: VPN: I/Fs: ECNs:Virtual Private Network Interfaces
Operations & Technology Support Vision• Technology support should migrate towards a vision that will guarantee a unique
experience for BSCH’s e-Trading customers anywhere in the world.—Users— — Functions —
Customer SupportCustomer ProfilingAnalytics
CustomerRelationshipManagement
Country management
Online TradingResearchCommunity/ChatEducation
BSCH LAOBSCH LAO
E-TradingCustomers
E-TradingCustomers
Marketing/
Sales
GlobalFront-End
System
Customization / CRM
Database
Web / IVR / Fax back
BSCH CountryOffices
BSCH CountryOffices
Accounting
IT
Management
Call Center
IT
CountryCEO
Global Account Mgmt
AdministrationDevelopmentSupport
CEOVision & StrategyLegal
TechnicalSupport
RetailClients /Advisors
Web / VPN / Phone
Web / VPN /Phone
Web / VPN /Phone
— Connectivity —
VPN / Phone
Web / VPN /Phone
Web / Email / Chat / VoIP /Phone / PDAs / VPN
— Front Office I/Fs — — Enterprise Services —
— Data Repositories —
Integrated Trading
Data Warehouse
3rd Party Services
Local Databases
Local Back-Office
Systems
Integrated Value
Chain Support System
ExchangesECNsData Providers, etc.
— 3rd Party System I/Fs —
3rd Party Broker SystemsRemote BSCH E-BrokersWeb / VPN / Phone
A/C OpenKiosks
BranchSupport VPN / Phone
Order MgmtTradingWeb / VPN / Phone
Marketing/SalesCountryCampaigns
Settlement,Operations &Accounting
Customer &“Street-Side”operations &accounting
VPN / Phone
VPN / Phone
Electronic Communication Networks
Business processes and components at work(South to North)
�
������
�������������
Internet
BSCH LAOOffice Staff
m
es
s
a
g
e
b
r
o
k
e
r
Legend: Gobal Front End System Integrated Value ChainSupport Systems
Local Back-OfficeSystem
Third PartyServices
OrderPlacement
OrderExecution
BSCH LAO Office(s):•www.bschlao.comsite support•eTrading softwareupdate management•Analytics andresearch compilation
BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support
Internet
BSCH CountryOffice Staff
Retail Clients /Financial Advisors
(Brazil)
BSCH LAO US AffiliatedBroker/Dealer Office(s):•Analytics and researchcompilation•Back-office support
www.bschlao.com otwww.bschlao.com.br
To be cleaned up
�
������
�������������
BSCH CountryOffice Staff
www.bschlao.com orwww.bschlao.com.br
Retail Clients/Financial Advisors
(Brazil)
Legend: Gobal Front End System Integrated Value ChainSupport Systems
Local Back-OfficeSystem
Third PartyServices
OrderPlacement
Order Placement& Execution
BSCH LAO Office(s):•www.bschlao.comsite support•eTrading softwareupdate management•Analytics andresearch compilation
BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support•Back-office support
BSCH LAOOffice Staff Internet
Order placement gets routed locallyTo be cleaned up
Business processes and components at work(Domestic South Trade)
9
��
������
�������������
Internet
Internet
BSCH CountryOffice Staff
www.bschlao.com
Retail ClientsFinancial Advisors
(USA)
BSCH LAOOffice Staff
m
es
s
a
g
e
b
r
o
k
e
r
Legend: Gobal Front End System Integrated Value ChainSupport Systems
Local Back-OfficeSystem
Third PartyServices
OrderPlacement
OrderExecution
BSCH LAO Office(s):•www.bschlao.comsite support•eTrading softwareupdate management•Analytics andresearch compilation
BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support•Back-office support
To be cleaned up
Business processes and components at work(North to South)
Security Personali-zation Community Content
Management Catalogs Commerce InformationAccess
Enterprise Application Frameworks /Servers
Other Application Frameworks /Servers
Hardware/Operating Software
Hosting Services
Systems Management
Application Suites
Bus
ines
sPr
oces
ses
Appl
icat
ion
Infra
stru
ctur
eO
pera
tions
Using an Architecture Framework
Logical Architecture Diagram
BSCH LAO Staff(office / virtual)
BSCH
Customer
Retail Clients /Advisors
ManagementTradingAccountingMarketing/SalesIT
Online TradingResearchCommunity/ChatEducation
BusinessFunctions Users
WinNT
Win98
IVR
BSCHIntranet
Internet
PBX-Based Service
Connectivity
Front Office Interfaces
Call Forwarding,Teleconferencing, etc.
Front Office Apps
Ft Off. & Web Apps
Remote Access
Maintenance AppsBSCH LAO Office(s) only
Web-EnabledApplications
E-Trading CustomerInterfaces
Telephony-BasedServices
Web-EnabledApplications
"Lights Out" Svcs
XML, SWIFT, FIX, Email, Fax
BS
CH
Glo
bal C
omm
unic
atio
n N
etw
ork
(LA
Ns
& W
AN
)(E
ther
net,
TC
P/IP
)
Remote OfficeLANs
Web & EnterpriseIntegration Portal
Internet
Web Server Subnet
Relationship Commerce Application Server(distributed n-tier architecture)
Enterprise ApplicationIntegration (EAI) Server
DataWarehouse-Driven Decision ProcessingApplication Package
Content Management System
Integrated Value ChainSupport System
Back OfficeSupport Systems
Data Repositories
Integrated Data Architecture Layer(Aggregated & Detailed Data)
Enterprise Services & Back Office Applications
DesktopFilesystems
(BSCH LAO office(s))
Customer Information Database(Integrated Customer View)
Content-Mgmt Repository
In Memory Database
Local Data Replicas
Third Party Data
Legacy Operational Data
Legacy Operational Systems
Front Office Apps
Customer ProfileCustomer Role
Customer ActivityBest Practice Info,
Svc. Level KPIsMarket Trends
etc.
Data Mining Tools
Clearing / Settlement(e.g., Indeval in Mexico)
Risk Management(e.g., OLCS & Infinity in Mexico)
BSCH Financial Applications
Communication(Incoming Call Monitoring Agent)
Business Intelligence(Customer Analysis, Supply Chain Planning)
Customer Care Services(Self Care, Prod. Specs, Proj. Schedule, Samples)
Personnalization Interface
Content Mgmt. Interface
Remote Training Interface
Business
Information
Warehouse
Customer Calls Handling(ACD, Flex-Routing, Call Center Mgmt.)
CSR Assisted Services(Produc t Support, Issue Resolution, Proactive
Account Mgmt.)
Email SWIFT,FIX, XML Fax
Internet-Based Services(XML/SWIFT/FIX, Email, Browser)
Collaborative Applications(Web Channels, Bulletin Boards/NewsGroups)
Real Time Services(Chat, Document Sharing, etc.)
Collaborative Applications(same as for BSCH cus tomers below)
Security(Firewall / Proxy Server)
Internet Services(web, ftp, email & news servers)
Voice/Data IntegrationTeleweb / Web Integration Serv ices
(Consolidated Messaging, Telephone-Based WebServ ices, Video Conf., etc.)
Search Engine(Firewall / Proxy Server)
TransactionSvc. (JTS)
Messaging(JMS or MSMQ)
Analytical Applications(Performance Reports , Performance Measurement Analysis, Trend Analysis and Forecasts, etc.)
DataWarehouse Information Template
Document Mgmt. Image/GraphicsMgmt.
Video Server(future)
Process Automation &Dynamic Content Mgmt.
Session/State Mgmt.
Personnalization Server Customer Care Services(Cust. Service, Help Desk, Sales Automation, QA)
T1,
64K
, etc
.
Trading Applications(e.g., order book mgmt.)
Site Development Svc.(Updates Staging Server)
Integrated TradingData Warehouse
ServerMetadata Repository
OLAP & Staging Engines
Ope
ratio
nal D
ata
Sto
re (d
etai
led
busi
ness
dat
a)V
irtua
l Dat
aCub
e (a
ggre
gate
d bu
sine
ss d
ata
for B
I app
licat
ions
)M
etaD
ata
Rep
osito
ry
(via VPN)
Software Dev. Envir.Mgmt. / Backup Tools
PBX-Based Services
BSCH CountryOffices Staff
(office / virtual)
Branch SupportCall CenterMarketing/SalesITSettlement, Operations& AccountingCountry CEO
FaxbackIVR
Telephony Svcs
WinNT
Win98
BSCHIntranet
Front Office Apps
Ft Off. & Web Apps
"Lights Out" Services
Telephony Svcs
PDA/Web Applications
Win98 Web Applications Financial Applications
Internet
Naming Svc.(JNDI)
Data Integr.Svc. (JDBC)
DataWarehouse Interface (JDBC)
XML Parsing & Translation
Custody Management(e.g., Carmen in Mexico)
Equity Management(e.g., OPICS in Mexico)
Fixed Income Mgmt.(e.g., SAM in Argentina)
Funds Management(e.g., OPICS/Socinver in Mex)
Futures / Options Mgmt.
Corporate Data Mgmt.
News / Research Mgmt.(e.g., Infocell/Bloomberg in Mex)
Regulatory Management(e.g., CNVB in Mexico)
Legacy Integration Middleware
Local Exchange Interfaces(e.g., Interfaces to Sentra in Mexico)
Global order book dataGlobal account dataetc.
Research info indexesTime critical information
Third party researchNews, etc.
XML-based presentationoriented publishing info
10
Strategic Imperatives EnablingCapabilities
CustomerService
IFF
Sales
Management
MarketingCustomer
Purchasing
ProductDevelopment
Marketing
Customer ProfilingOrder Status Mgmt.Complaints EntryCredit/Deduction Mgmt.
Cust. Contacts Mgmt.Project Info. Mgmt.Complaints Mgmt,Account PlanningCustomer ProfilingService Level Analysis
Performance ReportingPerformance Analysis
Market Data/AnalysisWhite Papers &Presentations Mgmt.
Document RequestsOrder Status Mgmt,Feedback RequestsOrder Entry (future)
Project AssessmentProject Status Request
White Papers RequestsMarket Analysis
BusinessFunctions User
Internet
WinNT
WinNT
WinNT
Win95
IVR Faxback
Faxback
IFFIntranet
Intranet
Internet
PBX-BasedServices
Internet
PBX-Based Services
Connectivity
Remote Access Service
Front Office Interfaces
Call Forwarding,Teleconferencing, etc.
Front Office Applications
Front Office & Web Applications
Front Office & Web Applications
Front Office Applications
Web Applications
Web Applications
Web Applications
Remote Access
IFF DesktopApplications
Web-EnabledApplications
IFF CustomerInterfaces
Telephony-Based Services
Telephony-Based Services
Telephony-BasedServices
Web-EnabledApplications
"Lights Out"Services
"Lights Out" Services
EDIEmailFax
IFF
Glo
bal C
omm
unic
atio
n N
etw
ork
(LA
Ns
& W
AN
)(E
ther
net,
TCP
/IP)
Remote OfficeLANs
Access Portal
Internet
Web Server Subnet
Relationship Commerce Application Server
Integration Middleware
DataWarehouse-Driven Decision ProcessingApplication Package
Content Management System
Enterprise Services
Back OfficeApplications
IFFman (CPD)
SAP
Data Repositories
Aggregated & Detailed DataEnterprise Services & Back Office Applications
DesktopFilesystems
Customer Information Database(Integrated Customer View)
Content-Mgmt Repository
IFFman Database
SAP Database
Third Party Data
Legacy Operational Data
Legacy Operational Systems
Front OfficeApplications
Customer ProfileCustomer Role
Customer ActivityBest Practice Info,
Svc. Level KPIsMarket Trends
etc.
IFF SAP
Material Mgmt.(Inventory Mgmt)
Formula Mgmt.(Manufacturing)
Project Mgmt.(Purchasing,QA, Shipping)
Material & OrderManagement Financial Manufacturing
FinancialDistributionWarehouseMgmt. HR
IFF Global Software Image
Communication(Incoming Call Monitoring Agent)
Business Intelligence(Customer Analysis, Supply Chain Planning)
Customer Care Services(Self Care, Prod. Specs, Proj. Schedule, Samples)
Personnalization Interface
Content Mgmt. Interface
Remote Training Interface
Business
Information
Warehouse
Customer Calls Handling(ACD, Flex-Routing, Call Center Mgmt.)
CSR Assisted Services(Product Support, Issue Resolution, Proactive
Account Mgmt.)
Email EDI Fax
Internet-Based Services(EDI, Email, Browser)
Collaborative Applications(Web Channels, Bulletin Boards/NewsGroups)
Real Time Services(Chat, Document Sharing, etc.)
Collaborative Applications(same as for IFF customers below)
Security(Firewall / Proxy Server)
Internet Services(web, ftp, email & news servers)
Voice/Data IntegrationTeleweb / Web Integration Services
(Consolidated Messaging, Telephone-Based WebServices, Video Conf., etc.)
Search Engine(Firewall / Proxy Server)
TP Monitor
Interface Manager
Analytical Applications(Performance Reports, Performance Measurement Analysis, Trend Analysis and Forecasts, etc.)
DataWarehouse Information Template
Document Mgmt. Image/GraphicsMgmt.
Video Server(future)
Dynamic Content Mgmt.
Session/State Mgmt.
Personnalization Server Customer Care Services(Cust. Service, Help Desk, Sales Automation, QA)
ISDNT1
, 64K
, etc
.
Commerce Applications
Site Development Svc.
DataWarehouseServer
Metadata Repository
OLAP & Staging Engines
Ope
ratio
nal D
ata
Stor
e (d
etai
led
busi
ness
dat
a)Vi
rtual
Dat
aCub
e (a
ggre
gate
d bu
sine
ss d
ata
for B
I app
licat
ions
)M
etaD
ata
Rep
osito
ry
Knowledge Mgmt..
Knowledge Mgmt..
Market AnalysisNext Generation EIS
Customer ProjectMgmt.
Remote Training
Technology-Enabled MarketingCustomer Self Care
Knowledge Mgmt..Customer Self Care
Customer Knowledge Base
Customer Knowledge Base
Knowledge Mgmt.
Market Analysis
Market AnalysisNext Generation EIS
Technology-Enabled Marketing
Technology-EnabledMarketing
Technology-EnabledMarketing
Customer Self Care
Systems Integration
Data Integration
Customer Self Care
Customer Project Mgmt.
Customer Self Care
Proposed Implementation
Considering Mainstream ToolsCustom Integration and/or Integrated Applications (SAP, Baan, Lotus Notes, PeopleSoft)
Security:Firewalls–Axent,
Cybercop,Firewall-1
Encryption–Security
Dynamics/RSA,Verisign
Certificates–Entrust, GTE/Cybertrust,Thawte VerisignLDAP–Microsoft,
NetscapeOther–Netegrity/Site
Minder,Platinum/Security
Personalization:Accipter,
Andromedia, Aptex,ATG, BroadVison,
DoubleClick,Engage, Netgravity,
Net Perceptions,Vignette/StoryServer
Community:Acuity/iChat, AT&T,Brightware, eshare,General Interactive,
Lexis-Nexis,Lotus/Domino,
Microsoft/NetMeeting,
Netscape/Collabra,Podium,
Revnet/UnityMail,Siebel, Vantive
ContentManagement:
ATG, BroadVsion,Documentum,
FactPoint,FutureTense, H-
P/OpenPix,Inso/Dynabase,
Interwoven, LotusNotes, Open Text,RealNetworks/Real
Audio-Video,Vignette
Catalog:Aspect, ATG,
BroadVision, iCat,OpenMarket/LiveC
ommerce,Saqquara
Commerce: ATG,Atlantic Transaction
Services, Ariba,BroadVision,
ComerceOne,ConnectInc,CyberCash,ECCubed,
H-P/VeriFone,IBM/net.commerce,
InterWorld,Microsoft/SiteServe
r CommerceEdition, MOAI,
Netscape/*Xperts,Open
Market/Transact,OpenSite, Sterling,Tradex,Tradiant,
Tradium,TradingDynamics,
Transpoint
Information Access:ATG, BroadVision,
CrossWorlds,Fulcrum, H-
P/ChangeEngine,Inktomi, Microsoft/
SearchServer,Objectspace, Verity
Inter-Enterprise:data exchange
(XML/EDI):CardoNet,
EpiCenter, Extricity,MBA, OnDisplay,
Sterling,WebMethods
Web Application Frameworks–Allaire/ColdFusion,Apple/WebObjects, ATG/Dynamo, Bluestone/SapphireWeb, BroadVision, HAHT/HAHTSite, IBM/WebSphere,
Microsoft/Site Server (Enterprise Edition),NetObjects/Fusion, Pramati Technologies/Proton,
SilverStream, Vignette
Business Application Frameworks–CSC/M-Lynx, BEAWebLogic, Inprise, IONA/Orbix, Microsoft/MTS,Netscape Application Server, Oracle ApplicationServer, Pervasive Software/Tango Enterprise,
Sun/NetDynamics
Database–Informix, MS-SQL, Oracle, Sybase
Systems Management–BMC/Patrol, HeadsUp,Hewlett-Packard/HPOpenView, Manage.com, Sun,
SystemHealth
Testing–RadView/WebLoad, RSW/e-test, LoadRunner, Usage Reporting–Andromedia, WebTrends,WindDance
NT/Intel - Compaq, Data General, Dell, GateWay,H-P
Network - ArrowPoint, 3Com, Cisco UNIX - Hewlett-Packard/HPUX, IBM/AIX,RedHat/Linix, Sparc/Solaris
Hosting - Digex, EMC, Exodus, GlobalCenter.com, GTE Internetworking, HostPro, MCI, Navisite, PSInet, UUnet
Com
pone
nts
Applications
FrameworksPlatforms
SystemsManagement
Hardware/Software
Hosting
Typically read as Vendor/Product Name
11
Evaluating Alternatives
Evaluation Criteria(1) Web Enable
Legacy
(2) CombinedVendor
Packages (3) SAP Web
Speed to Business
Long-Term Viability
Cost of Ownership
Alignment with Vision
Business Risk
Simplicity/Ease of Use
Overall Rating
WorstGoodBest
ERP ERP Systems
...
COPS
Visibility
Tim
e
...
...
ALERFCEDI
e-Business Engine
HTML-templates
Maintenance
Internet
Airlines
MaintenanceShops
Brokers
P&WInternal
AirframeManufacturers
Webserve
r
Proposed Solution
Technology Infrastructure
12
LONDRES180.120
180.118.2.13
BPIGINEBRA
194.148.23194.168.23
MANILA180.125
PUERTORICO
180.195
BOGOTA180.253
CARACAS180.121120.48
HONGKONG
180.124
BPICARACAS
180.215
SANTIAGODE CHILE
180.122
BPISANTIAGODE CHILE
180.122
BAHAMAS180.127
BANCO GERAL10
BPISAO PAULO
180.224
LIMA180.194 180.194.2.1
180.128.135.10
180.122.2.11
MILAN180.119
TOKIO180.123
180.195.2.1
180.124.2.1
MEXICO180.115
BPIMEXICO
180.216
180.115.2.10
BPI-1LONDRES
180.211
BPIGUERNSEY
180.212
180.120.2.10
BANCO DEVENEZUELA
180.203
180.203.18.1
BANCOMEXICANO
120.20122
192.6.1148.248.47
SAO PAULO180.128
BSNY
206.20.117 206.20.118206.20.119206.20.123
NEW YORK180.118 180.118.2.14
BPIMIAMI
206.20.131
BUENOS AIRES180.126
BPIBUENOS
AIRES180.217
BOSTON180.241
180.241.2.10
180.118.2.40
180.120.2.12
BSLONDRES
155.1180.60
180.60.69.32
PARIS180.63
FRANKFURT180.64
SINGAPORE180.130 180.62.69
MADRID C32180.1141
80.117
DUBLIN180.129 LISBOA
180.113
180.194.2.10
BSLIMA
160.200
BANCORIO180.250
10.11 / 10.101172.18 / 172.30
180.126.11.25
180.250.2.2
ORIGENES88.2
BSSANTIAGODE CHILE
156.97170.18
BS BOGOTA
130.10
BSMILAN
180.245
BS MADRID180.4
180.4.10.6180.4.10.4 180.63.69.32 180.64.69.32
180.128.130.1
10.1.1.2
180.130.2.1
180.123.2.2
SINGAPORE180.252
180.121.2.10
180.215.2.1
180.216.2.1
180.127.2.15
180.118.2.70
180.130.2.10
180.212.2.1
180.119.2.2
180.245.2.1
180.125.2.1
180.130.2.4
180.252.2.1
180.62.69.32
180.114.2.50
BPI-2LONDRES
180.246.14
180.246.14.1
CORDOBA180.204.2
SAN ISIDRO180.204.5
MENDOZA180.204.3
LOMAS180.204.1
SGB MIAMI180.214.1
180.118.2.100
180.214.1.16
SGBNY
180.126.3.1
88.2.10.7
180.113.1.10180.129.2.1
180.211.2.1
10.1.1.17
180.224.2.1
194.148.23.200
180.122.2.110
64 K
57.6 K
32 K
16 K
128 K
E1256 K
512 K
T1
BANK
CIP (Concert Internet Plus Proyect): only traffic smtp,http y ftp, except in Sao Paulo where is used by an special application
180.128.134.1 180.253.2.1
180.253.2.25
180.204.5.1
180.204.1.1180.204.2.1
180.204.3.1
MAR DEL PLATA180.204.4 180.204.4.1
180.217.2.1
MADRID C75180.105180.25
192.0.15192.0.16192.0.17
180.105.10.3 180. 25.10.4
180. 25.10.1
CFRS - Investment Group
CFRS - Bank
206.20.131.254
180.126.2.10
180.127.2.10
180.117.2.56
180.114.2.52
Router CISCOAnother kind of router / switch / firewall
Local BT / MCI Frame Relay Access Node (CFRS: Concert Frame Relay Service) AFORE180.227
180.115.2.4180.115.2.7
Technology Infrastructure
Cis
co 2
919
Cat
alys
t Sw
itch
Exis
ting
Ethe
rnet
Cis
co 2
919
Cat
alys
t Sw
itch
Cis
co 2
919
Cat
alys
t Sw
itch
Internet
CiscoLocal Director
CiscoLocal Director
SD
Sni
ffer S
erve
rN
etwo
rkGe
nera
lm
onito
ring/
analy
sis
Compaq3000
Compaq3000
SD
Sni
ffer S
erve
rN
etwo
rkGe
nera
lm
onito
ring/
analy
sis
Nokia IP650Firewall
Nokia IP650Firewall
VRRPLink
SD
Sni
ffer S
erve
rN
etwo
rkGe
nera
lm
onito
ring/
analy
sis
UUNETRouter
Nokia IP430Firewall
LDFailover
Sun E3500 DevelopmentSAP R/3 Lite
Sun E3500Sun E3500
SAP R/3 LiteServer Farm
Compaq3000
Compaq3000
SAP A - Gate Farm
Other Legacy SystemsSun E10000Sun E10000
ERP SAP R/3 Server FarmMany Servers - Existing
Internal Networks
Solution Delivery Approach
13
Development Methodology
Stages Discover Design Develop Deploy
Business SystemDevelopment
Management andQuality
Business Modeling
User Experience
Content Development
Application Architecture and Development
Technical Architecture and Development
Testing
Performance Engineering
Project Management
Configuration Management
Prac
tice
Are
as
Blo
cks
Location
Data
Technology
Organization BusinessProcess
Application
• Implementation team• Training team
• Projects creation and update• Projects approval• KPI creation• Project information retrieval• System administration
• Data conversion• Supplied volume data
Identifying Domains of Change
• Hardware• Standard system software• Reporting software• Ad-hoc spreadsheet functions• Security and performance
• Site navigation design• Site content design• Reusable components• Security workflow • Help
• New York office
RequirementsAnalysis
RequirementsAnalysis
Development is an iterative process, wherefor each subset of requirements,
components must be analyzed, designed,developed and deployed
DesignDesign
DevelopDevelop
DeployDeploy
DesignDesign
DevelopDevelop
DeployDeploy
DiscoverDiscover
DiscoverDiscoverDesignDesign DevelopDevelop
DeployDeploy
DiscoverDiscoverRelease 1Release 1
Release 2Release 2
Release 3 ...Release 3 ...
Proposed Project Lifecycle
Adding Iterations