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Summary of Primary projects          Description                                                                             Duration
                                                                                                                            (months)    Budget

General Board Of Pension & Health
 Beneficiary Update                  This project was initiated because GBOP has records that are stored in various             12      $550,000.00
                                     sources that cause inconsistency and create lags in processing benefits and a
                                     risk that we may pay benefits to the wrong party. It is best practice to provide
                                     participants with a confirmation of their current elections and a tool to update
                                     them.
                                     Some of the key scope items included:
                                     Beneficiary Confirmation showing current designations
                                     Solicitation of updates
                                     New confirmations as we receive and enter updates
                                     Overall strategy for ongoing process including periodic solicitation and confirms
                                     Develop policies regarding beneficiary designations including how we get the
                                     information, when we reject or override a designation, etc.


 General Conference Implementation   The purpose of this project was to implement the approved 2008 General                     18      $300,000.00
                                     Conference petitions. There were a total of 23 Petitions for the Health and
                                     Welfare area. These do not include 7 that were deemed out of scope for this
                                     project because they will be addressed in the Center for Health Project. Also
                                     included in this project are 5 Petitions for Ministry Higher Ed & Superintendency
                                     Petitions, 2 Petitions for Investments, and 37 Petitions for Retirement. Also within
                                     the scope of this project are 13 Petitions that are included as GBOP and 1
                                     Petition that is labeled as Miscellaneous Petitions. This project included the
                                     migration of the current retirement plan for lay from a DB / DC to full DC plan
 403B Regulations                    By January 1, 2009, the General Board needed to be in compliance with the final             7      $25,000.00
                                     403(b) regulations
                                     Hardship withdrawals will be made to eligible participants provided necessary
                                     documentation is received by the participant.
                                     The General Board will be ready to enforce contribution due dates.
                                     By January 1, 2009, the General Board will also be ready to calculate contribution
                                     limits under IRC 415 and 402(g).
Summary of Primary projects       Description                                                                             Duration
                                                                                                                         (months)    Budget
 Health Care Replacement System   This project was initiated to replace the current Health plan system, initially the         6      $1,535,000.00
                                  project was being developed by an outside vendor that didn't have any health
                                  system experience. As the initial project I managed, I worked with GBOP Sr.
                                  Management to identify the key risks and issues as we attempted to move
                                  forward with this plan. The original project budget was over $2.5mil and I felt we
                                  needed to stop throwing good money after bad. Additionally the more we
                                  attempted to make this work, the more we were at risk of not being ready for our
                                  A/E. Once the decision was made to move on, we contracted with another
                                  vendor, who's core competency is health. By creating a small focused team and
                                  working with the vendor, we accomplished this in a 4 month window, with a
                                  greatly reduced budget . New vendor budget was $225,000.00


ITT RCW & McDonnell and Miller
  Bigfoot Plant Consolidation     This project involved closing down a $50mil facility and merging it into another            1      $8,530,000.00
                                  plant. This program incorporated multiple projects, including cell moves, shipping
                                  and inventory needs, environmental issues, system changes, and construction
                                  needs. The original timeline for this effort was two years and it was completed in
                                  one
 Warehouse Management system      Warehouse Management System, the major objective of this project was to                     6      $140,000.00
                                  purchase, install, and implement a radio frequency system to automate the flow
                                  of data from our shipping department into our MRP system. The costs of the
                                  project was 140K, and had 15 resources on the project, including members from
                                  the business community, Six Sigma Black belt, Local IT department, vendors
                                  and corporate level resources. The main scope of the first phase of this project
                                  was to handle the shipment of finished goods, to include the completion of the
                                  transfer of finished goods, though shipment and invoicing of the orders. The main
                                  impact to the users was the elimination of invalid product shipment, at a first year
                                  cost savings of 54K.


 NAFTA                            Project was an in-house application used to maintain a record of Certificates of            7      Part of dept.
                                  Origin as required under the Free trade agreement.                                                 development $
 Kronos Timekeeper Upgrade        This was the project to upgrade the Time keeping and Payroll interface system at            4      $13,000.00
                                  our unit. While the project was small it was used as a Greenbelt project to create
                                  a vendor selection process.
 GroupWise - Outlook Migration    McDonnell and Miller was the pilot plant used to migrate from GW to Outlook.                6      Corp. funded
                                  Based on the sucees of this pilot I was also given the responsibility of managing
                                  the migration for the entire Fluid Handling Division and coordinating that effort
                                  with the Corporate project manager.
Summary of Primary projects                Description                                                                         Duration
                                                                                                                              (months)    Budget
  Novell to Windows 2003 Server            Based on the success of using M&M at the pilot plant for the GW project, my             6      Corp. funded
                                           plant was again targeted for that during this project. I assumed the same role
                                           here as in the GW to Outlook project.
Trans Union
  TAG System                               The TAG (Trans Union Attribute Generator) was developed to decrease the                 7      $165,000.00
                                           amount of time needed to develop customized attributes by building a repository
                                           of customer attributes that can be utilized by the developers to pick and chose
                                           needed attributes for a promotion. The savings with this was an average of 30%
                                           per promotion, from 4 - 5 weeks to 2 - 3 weeks, with an approximate cost savings
                                           of $6375 per job.
  Marketing Service D/B and match update   Project was a redevelopment of TU's old and edit match process. This process           24      $350,000.00
                                           involved utilizing new technology to Marketing Services and was a major change
                                           in the way Marketing Services performed its work.

Sears Catalogue
Returns Reporting System                   A client server based system used to track and report returns. Initial phase of         3      $290,000.00
                                           project was a benchmarking to compare vendors. That phase is the duration
                                           quoted and dollar amounts are for development and hardware for an RS/6000
                                           and required software and licenses.

Moore Business Forms
 New Order Management Systems              Creation of a front end order system that feed the plant inventory systems and         12      $370,000.00
                                           maintained plant inventory levels and confirmation of shipments

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GBOP Beneficiary Update and Primary Project Summaries

  • 1. Summary of Primary projects Description Duration (months) Budget General Board Of Pension & Health Beneficiary Update This project was initiated because GBOP has records that are stored in various 12 $550,000.00 sources that cause inconsistency and create lags in processing benefits and a risk that we may pay benefits to the wrong party. It is best practice to provide participants with a confirmation of their current elections and a tool to update them. Some of the key scope items included: Beneficiary Confirmation showing current designations Solicitation of updates New confirmations as we receive and enter updates Overall strategy for ongoing process including periodic solicitation and confirms Develop policies regarding beneficiary designations including how we get the information, when we reject or override a designation, etc. General Conference Implementation The purpose of this project was to implement the approved 2008 General 18 $300,000.00 Conference petitions. There were a total of 23 Petitions for the Health and Welfare area. These do not include 7 that were deemed out of scope for this project because they will be addressed in the Center for Health Project. Also included in this project are 5 Petitions for Ministry Higher Ed & Superintendency Petitions, 2 Petitions for Investments, and 37 Petitions for Retirement. Also within the scope of this project are 13 Petitions that are included as GBOP and 1 Petition that is labeled as Miscellaneous Petitions. This project included the migration of the current retirement plan for lay from a DB / DC to full DC plan 403B Regulations By January 1, 2009, the General Board needed to be in compliance with the final 7 $25,000.00 403(b) regulations Hardship withdrawals will be made to eligible participants provided necessary documentation is received by the participant. The General Board will be ready to enforce contribution due dates. By January 1, 2009, the General Board will also be ready to calculate contribution limits under IRC 415 and 402(g).
  • 2. Summary of Primary projects Description Duration (months) Budget Health Care Replacement System This project was initiated to replace the current Health plan system, initially the 6 $1,535,000.00 project was being developed by an outside vendor that didn't have any health system experience. As the initial project I managed, I worked with GBOP Sr. Management to identify the key risks and issues as we attempted to move forward with this plan. The original project budget was over $2.5mil and I felt we needed to stop throwing good money after bad. Additionally the more we attempted to make this work, the more we were at risk of not being ready for our A/E. Once the decision was made to move on, we contracted with another vendor, who's core competency is health. By creating a small focused team and working with the vendor, we accomplished this in a 4 month window, with a greatly reduced budget . New vendor budget was $225,000.00 ITT RCW & McDonnell and Miller Bigfoot Plant Consolidation This project involved closing down a $50mil facility and merging it into another 1 $8,530,000.00 plant. This program incorporated multiple projects, including cell moves, shipping and inventory needs, environmental issues, system changes, and construction needs. The original timeline for this effort was two years and it was completed in one Warehouse Management system Warehouse Management System, the major objective of this project was to 6 $140,000.00 purchase, install, and implement a radio frequency system to automate the flow of data from our shipping department into our MRP system. The costs of the project was 140K, and had 15 resources on the project, including members from the business community, Six Sigma Black belt, Local IT department, vendors and corporate level resources. The main scope of the first phase of this project was to handle the shipment of finished goods, to include the completion of the transfer of finished goods, though shipment and invoicing of the orders. The main impact to the users was the elimination of invalid product shipment, at a first year cost savings of 54K. NAFTA Project was an in-house application used to maintain a record of Certificates of 7 Part of dept. Origin as required under the Free trade agreement. development $ Kronos Timekeeper Upgrade This was the project to upgrade the Time keeping and Payroll interface system at 4 $13,000.00 our unit. While the project was small it was used as a Greenbelt project to create a vendor selection process. GroupWise - Outlook Migration McDonnell and Miller was the pilot plant used to migrate from GW to Outlook. 6 Corp. funded Based on the sucees of this pilot I was also given the responsibility of managing the migration for the entire Fluid Handling Division and coordinating that effort with the Corporate project manager.
  • 3. Summary of Primary projects Description Duration (months) Budget Novell to Windows 2003 Server Based on the success of using M&M at the pilot plant for the GW project, my 6 Corp. funded plant was again targeted for that during this project. I assumed the same role here as in the GW to Outlook project. Trans Union TAG System The TAG (Trans Union Attribute Generator) was developed to decrease the 7 $165,000.00 amount of time needed to develop customized attributes by building a repository of customer attributes that can be utilized by the developers to pick and chose needed attributes for a promotion. The savings with this was an average of 30% per promotion, from 4 - 5 weeks to 2 - 3 weeks, with an approximate cost savings of $6375 per job. Marketing Service D/B and match update Project was a redevelopment of TU's old and edit match process. This process 24 $350,000.00 involved utilizing new technology to Marketing Services and was a major change in the way Marketing Services performed its work. Sears Catalogue Returns Reporting System A client server based system used to track and report returns. Initial phase of 3 $290,000.00 project was a benchmarking to compare vendors. That phase is the duration quoted and dollar amounts are for development and hardware for an RS/6000 and required software and licenses. Moore Business Forms New Order Management Systems Creation of a front end order system that feed the plant inventory systems and 12 $370,000.00 maintained plant inventory levels and confirmation of shipments