Orlando Moreno [email_address] 408.656.2498
[email_address] 408.656.2498 ICBS Alliant Branch Teller (ABT) Alliant Customer Relationship Servicing (CRS) Electronic Cha...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul...
Implementation Phases <ul><li>Initiation </li></ul><ul><li>Planning </li></ul><ul><li>Requirements </li></ul><ul><li>Progr...
Initiation <ul><li>Fiserv Project Manager will:  </li></ul><ul><ul><li>Draft Term of Reference (TOR):  </li></ul></ul><ul>...
Planning <ul><li>Fiserv responsibilities: </li></ul><ul><ul><li>Conduct kick-off meeting </li></ul></ul><ul><ul><li>Finali...
Requirements <ul><li>Fiserv responsibilities: </li></ul><ul><ul><li>Review/update TOR </li></ul></ul><ul><ul><li>Conduct P...
Requirements <ul><li>Client responsibilities: </li></ul><ul><ul><li>Sign off Pre-implementation  </li></ul></ul><ul><ul><l...
Requirements <ul><li>Establishing the environment: </li></ul><ul><ul><li>Install ICBS system demo environment </li></ul></...
Requirements <ul><li>Network Solutions & Platform Services requirements: </li></ul><ul><ul><li>Install Alliant ABT/CRS sof...
Programming  &  Development <ul><li>Fiserv supports the Client for Common File  </li></ul><ul><li>definition and preparati...
Programming  &  Development <ul><li>Fiserv uses an internal tool (DMU) for </li></ul><ul><li>the conversion process </li><...
Programming  &  Development <ul><li>ICBS/Alliant Training for the Core Group :  </li></ul><ul><ul><li>Provides introductor...
Programming  &  Development <ul><li>Fiserv constructs the conversion  </li></ul><ul><li>programs and runs them against  </...
Programming  &  Development <ul><li>Data Verification,  Fiserv responsibilities: </li></ul><ul><ul><li>Use Client provided...
Programming  &  Development <ul><li>Data Verification, Client’s  responsibilities: </li></ul><ul><ul><li>Create user test ...
Deployment  &  Implementation <ul><li>Pre-Conversion:  </li></ul><ul><li>Provides for realistic  </li></ul><ul><li>timings...
Deployment  &  Implementation <ul><li>Pre-Conversion:  </li></ul><ul><ul><li>Establish conversion timelines </li></ul></ul...
Deployment  &  Implementation <ul><li>Pre-Conversion, Client’s responsibilities: </li></ul><ul><ul><li>Simulate actual wor...
Deployment  &  Implementation The Client end-user training activity of  the project is clearly  one of the most important,...
Deployment  &  Implementation <ul><li>Live Conversion: </li></ul><ul><ul><li>The Time has Come!  </li></ul></ul><ul><li>No...
Deployment  &  Implementation <ul><li>Live Conversion: </li></ul><ul><ul><li>Conversion takes place over a  </li></ul></ul...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul...
Network Solutions  &   Platform Services [email_address] 408.656.2498 ICBS Alliant Customer Relationship Servicing (CRS) E...
Network Solutions Network Solutions  &   Platform Services <ul><li>Complete Network evaluation </li></ul><ul><li>Installat...
Alliant Branch Teller (ABT) Network Solutions  &   Platform Services <ul><li>Pre-Implementation analysis </li></ul><ul><li...
Alliant Customer Relationship Servicing (CRS) Network Solutions  &   Platform Services <ul><li>Pre-Implementation analysis...
Electronic Channels ( ATM/POS/VRU ) Network Solutions  &   Platform Services <ul><li>Pre-Implementation analysis </li></ul...
Network Solutions  &   Platform Services [email_address] 408.656.2498 ICBS Alliant Branch Teller (ABT) Alliant Customer Re...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul...
<ul><li>Project Specification </li></ul><ul><li>Project Development </li></ul><ul><li>User Testing </li></ul><ul><li>Proje...
<ul><li>Project Specification - Client & Fiserv Involvement   </li></ul><ul><ul><li>Software Modification Agreement </li><...
<ul><li>Project Development - Fiserv   </li></ul><ul><ul><li>Technical specification </li></ul></ul><ul><ul><li>Coding uni...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions &  Platform Services </li></ul><u...
Process Optimisation <ul><li>Fiserv assists bank in streamlining “end-to-end” operations and maximising use of Fiserv soft...
Process Optimisation <ul><li>Fiserv experts analyse operations to ensure post-implementation processes take maximum advant...
Services Available: <ul><li>Implementation Services  </li></ul><ul><li>Network Solutions &  Platform Services </li></ul><u...
Professional Services Process [email_address] 408.656.2498
Client: Core Team Roles [email_address] 408.656.2498
“ Partners in Progress” [email_address] 408.656.2498 Orlando Moreno [email_address] 408.656.2498
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Implementation Services

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Implementation Services
Network Solutions &amp; Platform Services
Modifications &amp; Interfaces
Process Optimisation

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  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • The methodology used here is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and us.
  • The methodology used here is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and us.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.
  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • Implementation Services

    1. 1. Orlando Moreno [email_address] 408.656.2498
    2. 2. [email_address] 408.656.2498 ICBS Alliant Branch Teller (ABT) Alliant Customer Relationship Servicing (CRS) Electronic Channels (ATM/POS/VRU)
    3. 3. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    4. 4. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    5. 5. Implementation Phases <ul><li>Initiation </li></ul><ul><li>Planning </li></ul><ul><li>Requirements </li></ul><ul><li>Programming & Development </li></ul><ul><li>Deployment & Implementation </li></ul>Implementation Services [email_address] 408.656.2498
    6. 6. Initiation <ul><li>Fiserv Project Manager will: </li></ul><ul><ul><li>Draft Term of Reference (TOR): </li></ul></ul><ul><ul><ul><li>Identifies Client responsibilities </li></ul></ul></ul><ul><ul><ul><li>Provides project control </li></ul></ul></ul><ul><ul><ul><li>procedures </li></ul></ul></ul><ul><ul><ul><li>Defines change order process </li></ul></ul></ul><ul><ul><li>Schedule customer initiation meeting </li></ul></ul><ul><ul><li>Conduct phase exit review </li></ul></ul>Implementation Services [email_address] 408.656.2498
    7. 7. Planning <ul><li>Fiserv responsibilities: </li></ul><ul><ul><li>Conduct kick-off meeting </li></ul></ul><ul><ul><li>Finalize TOR </li></ul></ul><ul><ul><li>Finalize preliminary project plan </li></ul></ul><ul><li>Client responsibilities: </li></ul><ul><ul><li>Define implementation team </li></ul></ul><ul><ul><li>Define work area for Fiserv team </li></ul></ul><ul><ul><li>Review TOR </li></ul></ul><ul><ul><li>Review preliminary project plan </li></ul></ul><ul><li>Conduct phase exit review </li></ul>Implementation Services [email_address] 408.656.2498
    8. 8. Requirements <ul><li>Fiserv responsibilities: </li></ul><ul><ul><li>Review/update TOR </li></ul></ul><ul><ul><li>Conduct Pre-implementation analysis: </li></ul></ul><ul><ul><ul><li>Fact finding of Client business and </li></ul></ul></ul><ul><ul><li>operations </li></ul></ul><ul><ul><ul><li>Identify potential Gaps </li></ul></ul></ul><ul><ul><li>Prepare/present pre-implementation </li></ul></ul><ul><ul><li>analysis results </li></ul></ul><ul><ul><li>Modifications & Interfaces staff review </li></ul></ul><ul><ul><li>identified Gaps with Client </li></ul></ul>Implementation Services [email_address] 408.656.2498 F
    9. 9. Requirements <ul><li>Client responsibilities: </li></ul><ul><ul><li>Sign off Pre-implementation </li></ul></ul><ul><ul><li>analysis report </li></ul></ul><ul><ul><li>Sign off project plan </li></ul></ul><ul><ul><li>Begin Modifications & Interfaces </li></ul></ul><ul><ul><li>definition process </li></ul></ul>Implementation Services [email_address] 408.656.2498 F
    10. 10. Requirements <ul><li>Establishing the environment: </li></ul><ul><ul><li>Install ICBS system demo environment </li></ul></ul><ul><ul><li>on the AS/400 </li></ul></ul><ul><ul><li>Install ECS line Fiserv/Client connectivity </li></ul></ul><ul><ul><li>Review hardware configuration </li></ul></ul><ul><ul><li>Set up international telephone line </li></ul></ul><ul><ul><li>Conduct ICBS Security/Operational training </li></ul></ul>Implementation Services [email_address] 408.656.2498
    11. 11. Requirements <ul><li>Network Solutions & Platform Services requirements: </li></ul><ul><ul><li>Install Alliant ABT/CRS software </li></ul></ul><ul><ul><li>Review cabling network/Lab design for lab </li></ul></ul><ul><ul><li>and work environment </li></ul></ul><ul><ul><li>Test file server/workstation configuration </li></ul></ul><ul><ul><li>Set up training environment (printers, scanners) </li></ul></ul><ul><ul><li>Review ABT/CRS configuration in workstations area </li></ul></ul><ul><ul><li>Install ABT/CRS administrator/application lab/workstations </li></ul></ul><ul><li>Application Training: </li></ul><ul><ul><li>Define application training schedule </li></ul></ul><ul><li>Conduct phase exit review </li></ul>Implementation Services [email_address] 408.656.2498
    12. 12. Programming & Development <ul><li>Fiserv supports the Client for Common File </li></ul><ul><li>definition and preparation of: </li></ul><ul><ul><li>ICBS Core system </li></ul></ul><ul><ul><li>Alliant Branch Teller (ABT) </li></ul></ul><ul><ul><li>EFT/ATM system </li></ul></ul><ul><ul><li>Voice Response Interface (VRU) </li></ul></ul><ul><ul><li>Alliant CRS </li></ul></ul>Implementation Services [email_address] 408.656.2498
    13. 13. Programming & Development <ul><li>Fiserv uses an internal tool (DMU) for </li></ul><ul><li>the conversion process </li></ul><ul><li>Data migration: </li></ul><ul><ul><li>Data extracts </li></ul></ul><ul><ul><li>Data definition/reformat </li></ul></ul><ul><li>The Client provides: </li></ul><ul><ul><li>Current files and files layouts </li></ul></ul><ul><ul><li>Balances corresponding to file date </li></ul></ul><ul><ul><li>Sample of account information to file date </li></ul></ul>Implementation Services [email_address] 408.656.2498
    14. 14. Programming & Development <ul><li>ICBS/Alliant Training for the Core Group : </li></ul><ul><ul><li>Provides introductory courses to the Client’s </li></ul></ul><ul><ul><li>trainers using the “Train the Trainer” concept </li></ul></ul><ul><ul><li>Instructs in basic daily operations; </li></ul></ul><ul><ul><li>balancing, new account, account </li></ul></ul><ul><ul><li>maintenance, transaction processing </li></ul></ul>Implementation Services [email_address] 408.656.2498
    15. 15. Programming & Development <ul><li>Fiserv constructs the conversion </li></ul><ul><li>programs and runs them against </li></ul><ul><li>your developed Common File </li></ul><ul><li>Data Verification: </li></ul><ul><ul><li>Includes validation of customer </li></ul></ul><ul><ul><li>accounts,customer information </li></ul></ul><ul><ul><li>and other significant data </li></ul></ul><ul><ul><li>Compares system-to-system balances </li></ul></ul><ul><ul><li>and examines the corresponding activity </li></ul></ul><ul><ul><li>in the General Ledger </li></ul></ul>Implementation Services [email_address] 408.656.2498
    16. 16. Programming & Development <ul><li>Data Verification, Fiserv responsibilities: </li></ul><ul><ul><li>Use Client provided information to verify data </li></ul></ul><ul><ul><li>Make any necessary mapping and program </li></ul></ul><ul><ul><li>corrections; revalidate as required </li></ul></ul><ul><li>Data Verification, Client’s responsibilities: </li></ul><ul><ul><li>Assign a minimum of one person per module to </li></ul></ul><ul><ul><li>validate the converted data </li></ul></ul><ul><ul><li>Provide verification data for the files being converted </li></ul></ul><ul><ul><li>Verify converted data for accuracy </li></ul></ul>Implementation Services [email_address] 408.656.2498 F
    17. 17. Programming & Development <ul><li>Data Verification, Client’s responsibilities: </li></ul><ul><ul><li>Create user test scripts </li></ul></ul><ul><ul><li>Report errors on the Problem Resolution </li></ul></ul><ul><ul><li>form, with supporting data </li></ul></ul><ul><ul><li>Perform re-verification of corrected issues </li></ul></ul><ul><ul><li>and sign off to close issues </li></ul></ul><ul><li>Conduct phase exit review </li></ul>Implementation Services [email_address] 408.656.2498 <ul><li>Data Verification </li></ul><ul><li>Client Check list: </li></ul><ul><li>Balance data </li></ul><ul><li>Review accounts. </li></ul><ul><li>Report errors </li></ul><ul><li>Re-check resolved </li></ul><ul><li>problems </li></ul>F
    18. 18. Deployment & Implementation <ul><li>Pre-Conversion: </li></ul><ul><li>Provides for realistic </li></ul><ul><li>timings as well as a Client </li></ul><ul><li>readiness “pulse check” </li></ul><ul><li>prior to the live conversion </li></ul>Implementation Services [email_address] 408.656.2498 ICBS
    19. 19. Deployment & Implementation <ul><li>Pre-Conversion: </li></ul><ul><ul><li>Establish conversion timelines </li></ul></ul><ul><ul><li>Verify and balance converted data </li></ul></ul><ul><ul><li>Input daily work into the converted </li></ul></ul><ul><ul><li>environment </li></ul></ul><ul><ul><li>Run nightly processing </li></ul></ul><ul><ul><li>Balance nightly processing </li></ul></ul><ul><ul><li>Fiserv provides professional services </li></ul></ul><ul><ul><li>support as required </li></ul></ul>Implementation Services [email_address] 408.656.2498 ICBS
    20. 20. Deployment & Implementation <ul><li>Pre-Conversion, Client’s responsibilities: </li></ul><ul><ul><li>Simulate actual working conditions on new system </li></ul></ul><ul><ul><li>for ICBS and Alliant applications </li></ul></ul><ul><ul><li>Allocate time and staff for testing of ICBS </li></ul></ul><ul><ul><li>and Alliant applications </li></ul></ul><ul><ul><li>Review and document operational procedures </li></ul></ul><ul><ul><li>Execute and complete the Conversion Readiness </li></ul></ul><ul><ul><li>document </li></ul></ul>Implementation Services [email_address] 408.656.2498
    21. 21. Deployment & Implementation The Client end-user training activity of the project is clearly one of the most important, as it minimises staff apprehension and improves performance A fully-trained staff prior to live conversion displays an efficient, pleasant faces to your customers on Day One... Implementation Services [email_address] 408.656.2498 ICBS
    22. 22. Deployment & Implementation <ul><li>Live Conversion: </li></ul><ul><ul><li>The Time has Come! </li></ul></ul><ul><li>Now all of your work pays off </li></ul><ul><li>in a successful conversion to </li></ul><ul><li>the ICBS/Alliant system </li></ul>Implementation Services [email_address] 408.656.2498 F
    23. 23. Deployment & Implementation <ul><li>Live Conversion: </li></ul><ul><ul><li>Conversion takes place over a </li></ul></ul><ul><ul><li>weekend </li></ul></ul><ul><ul><li>On-site support provided by Fiserv </li></ul></ul><ul><ul><li>Exit meeting addresses: </li></ul></ul><ul><ul><ul><li>Outstanding issues </li></ul></ul></ul><ul><ul><ul><li>Plan for resolution </li></ul></ul></ul><ul><ul><ul><li>Project sign-off </li></ul></ul></ul><ul><ul><li>Post Conversion Support </li></ul></ul><ul><ul><li>Turn Over to Customer Services </li></ul></ul>Implementation Services [email_address] 408.656.2498 F
    24. 24. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    25. 25. Network Solutions & Platform Services [email_address] 408.656.2498 ICBS Alliant Customer Relationship Servicing (CRS) Electronic Channels (ATM/POS/VRU) Alliant Branch Teller (ABT)
    26. 26. Network Solutions Network Solutions & Platform Services <ul><li>Complete Network evaluation </li></ul><ul><li>Installation and certification of Alliant training environment </li></ul><ul><li>Installation and training of SQL Server </li></ul><ul><li>Design and implementation of Alliant Computer Telephony Integration (CTI) </li></ul><ul><li>Support of : </li></ul><ul><ul><li>Pre-Conversion, user testing </li></ul></ul><ul><ul><li>and live conversion </li></ul></ul><ul><ul><li>Backup and business recovery </li></ul></ul><ul><ul><li>LAN/WAN planning, design and implementation </li></ul></ul>[email_address] 408.656.2498 ICBS
    27. 27. Alliant Branch Teller (ABT) Network Solutions & Platform Services <ul><li>Pre-Implementation analysis </li></ul><ul><li>Front-End ABT platform installation </li></ul><ul><li>and training </li></ul><ul><li>SQL database installation </li></ul><ul><li>Pre-Conversion and live ABT platform support </li></ul>[email_address] 408.656.2498 ICBS
    28. 28. Alliant Customer Relationship Servicing (CRS) Network Solutions & Platform Services <ul><li>Pre-Implementation analysis </li></ul><ul><li>CRS platform installation and training </li></ul><ul><li>Correspondence module training </li></ul><ul><li>Alliant CTI implementation </li></ul><ul><li>Pre-Conversion and live CRS platform support </li></ul>[email_address] 408.656.2498 ICBS
    29. 29. Electronic Channels ( ATM/POS/VRU ) Network Solutions & Platform Services <ul><li>Pre-Implementation analysis </li></ul><ul><li>EFT/Card Management system training </li></ul><ul><li>EFT/Card Management system card conversion </li></ul><ul><li>EFT-ATM/POS certification </li></ul><ul><li>Pre-Conversion and live EFT support </li></ul>[email_address] 408.656.2498 ICBS
    30. 30. Network Solutions & Platform Services [email_address] 408.656.2498 ICBS Alliant Branch Teller (ABT) Alliant Customer Relationship Servicing (CRS) Electronic Channels (ATM/POS/VRU)
    31. 31. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    32. 32. <ul><li>Project Specification </li></ul><ul><li>Project Development </li></ul><ul><li>User Testing </li></ul><ul><li>Project Acceptance </li></ul>Modification Process & Phases Modifications & Interfaces [email_address] 408.656.2498
    33. 33. <ul><li>Project Specification - Client & Fiserv Involvement </li></ul><ul><ul><li>Software Modification Agreement </li></ul></ul><ul><ul><ul><li>Authorises start of Business Requirement </li></ul></ul></ul><ul><ul><li>Business Requirement </li></ul></ul><ul><ul><ul><li>Defines Client requirements & </li></ul></ul></ul><ul><ul><ul><li>provides sizing estimate </li></ul></ul></ul><ul><ul><ul><li>Review of document and sign-off by Client </li></ul></ul></ul><ul><ul><li>Functional Specification </li></ul></ul><ul><ul><ul><li>Provides design & sizing estimate </li></ul></ul></ul><ul><ul><ul><li>Review of document and sign-off by Client </li></ul></ul></ul>Modification Process & Phases Modifications & Interfaces [email_address] 408.656.2498 F Date: May 10, 2002 Client Name: First National Bank Project ID: Communications protocol You have requested a modification to the ICBS software. Prior to starting the Development phase, this agreement must be approved and signed by an authorized representative from your organization.   By signing this agreement, you, the client, authorize LACC to begin work on the Business Requirement definition and sizing and charge their standard rates for development of this modification. Software Modification Agreement
    34. 34. <ul><li>Project Development - Fiserv </li></ul><ul><ul><li>Technical specification </li></ul></ul><ul><ul><li>Coding unit testing </li></ul></ul><ul><ul><li>Test scripts and system testing </li></ul></ul><ul><ul><li>Delivery to Client </li></ul></ul><ul><li>User Testing - Client with Fiserv Support </li></ul><ul><ul><li>Client user testing with support from Fiserv </li></ul></ul><ul><ul><li>Problem resolution log to record errors </li></ul></ul><ul><li>Project acceptance - Client </li></ul><ul><ul><li>30 days after go-live </li></ul></ul><ul><ul><li>Turnover to Customer Support </li></ul></ul>Modification Process & Phases Modifications & Interfaces [email_address] 408.656.2498 F LACC Modification Acceptance Form Client Name: First National Bank Project ID: See Attached    Project Name: See Attached      Delivery/Conversion Date:12 July 2002   As part of the LACC ISO process, we require written acceptance of the modifications and interfaces from First National Bank. Delivery of the above modifications and interfaces requires the Bank to accept the modifications and interfaces 30 days after conversion.   ___________________ By signing this form below, the Bank agrees to the terms stated above.
    35. 35. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    36. 36. Process Optimisation <ul><li>Fiserv assists bank in streamlining “end-to-end” operations and maximising use of Fiserv software </li></ul><ul><li>New processes are delivered as easy-to-use online flowcharts </li></ul><ul><li>(stored on central network server) </li></ul><ul><li>Flowcharts hyper-link to documents for instant “drill-down” to necessary detail: software user guides, internal policies, online forms, etc. </li></ul>[email_address] 408.656.2498
    37. 37. Process Optimisation <ul><li>Fiserv experts analyse operations to ensure post-implementation processes take maximum advantage of all Fiserv functionality </li></ul><ul><li>Simple flowchart format greatly facilitates end-user training during the implementation and rollout process </li></ul><ul><li>Staff will comply with processes they can understand; they will look up answers if they can find them immediately </li></ul><ul><li>Any new changes are available immediately to all users </li></ul>[email_address] 408.656.2498
    38. 38. Services Available: <ul><li>Implementation Services </li></ul><ul><li>Network Solutions & Platform Services </li></ul><ul><li>Modifications & Interfaces </li></ul><ul><li>Process Optimisation </li></ul>LACC-Professional Services [email_address] 408.656.2498 F Software Modification Agreement
    39. 39. Professional Services Process [email_address] 408.656.2498
    40. 40. Client: Core Team Roles [email_address] 408.656.2498
    41. 41. “ Partners in Progress” [email_address] 408.656.2498 Orlando Moreno [email_address] 408.656.2498

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