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IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                           1




Overview, Critical Analysis, and IT Product Specificity Resolution Proposal for Uniformity

                  and Conformity Control Interface and Integration of

                  Client’s Globalization Network for New Configuration

                         in Infrastructural Design and Processes:




           Presented and Submitted To American International Bank [Client]

                                            by

                  Mercury Strategic Globalization, Ltd. [Consultant] –

               A Subsidiary of MSG International, Ltd. [Parent Company]




                                   Marvin Scott Green

                      Golden Gate University, 2012 MBA Candidate

                                 In Partial Fulfillment to

                             Meet the Requirements for the

                  Master of Business Administration Degree in Finance




                  Information Technology Management 225, 10SU.SF1

                              Professor Howard Bernstein

                                   Friday, December 30, 2011
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                          2

                                   Table of Contents


CONSULTANCY INTRODUCTION___________________________________________________ 4

PHASE I: CLIENT’S LEGACY IT SYSTEM OVERVIEW AND FORMAL PROBLEM ANALYSIS _______ 5

A)   PRELIMINARY ASSESSMENT AND EVALUATION OF CURRENT IT __________________________ 5

B)   ORGANIZATIONAL HIERARCHY AND COMMUNICATION STRUCTURAL DESIGN AND OUTLAY __ 6

ORGANIZATIONAL CHART ________________________________________________________ 6

C)   CORPORATE AFFAIRS AND PUBLIC RELATIONS SOP STRUCTURE WITHIN THE CONSTRUCT OF

IT INFRASTRUCTURE AND BUSINESS MODEL _____________________________________________ 7

D)   CHAIN OF COMMAND AND AUTHORIZATION PROTOCOL AND PROCEDURES IN CURRENT IT

INFRASTRUCTURAL ENVIRONMENT     _____________________________________________________ 7

E)   CORPORATE AND REGIONAL BRANCH OFFICE ELECTRONIC COMMUNICATIONS AND COMPUTER

SYSTEM INTERFACE AND INTEGRATION DIAGRAM     _________________________________________ 8

F)   IT INFRASTRUCTURE COMMUNICATIONS DESIGN, INTEGRATION, AND COMPATIBILITY

METHODOLOGY FOR CUSTOMERS, CLIENTS, AND VENDORS _________________________________       8

G)   REVIEWING IT MODEL TYPE AND ITS UTILITY WITHIN COMPANY’S BUSINESS MODEL _______ 9

H)   IT APPLICATION TYPES, I.E. SECURITY, FIREWALLS, ADMIN. PROCESSING TOOLS, ETC. _____ 9

I)   CENTRALIZED AND DECENTRALIZED INTERNAL AND EXTERNAL IT DATABASE AND

APPLICATION STRUCTURES FOR COMPUTERS AND TELECOMMUNICATIONS        ___________________ 10

J)   ELECTRONIC DEVICE OPERATIONAL SYSTEMS AND FULL INTEGRATION PATTERNS AND GRID 10

K)   FOREIGN ENTITY SYSTEM COMPATIBILITY MODEL AND INTEGRATION GRID DESIGN AND

SECURITY MODEL ___________________________________________________________________     11

L)   IT EDUCATIONAL TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR ALL USERS

INSUFFICIENCIES   __________________________________________________________________ 11
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                     3

PHASE II: CONSULTANT’S IT SOLUTIONS NETWORK SYSTEM PRESENTATION ______________ 11

A)   BRIEF PRODUCT OVERVIEW AND DESCRIPTION _____________________________________ 11

B)   INFORMATION TECHNOLOGY COMPUTER SYSTEMS, APPLICATIONS, AND TOOLS __________ 12

C)   IT SYSTEM COMMUNICATION SERVICE PROVIDERS __________________________________ 14

D)   EXTERIOR AND INTERIOR COMPUTER AND ELECTRONIC COMMUNICATION GRID

REALIGNMENT OF STRUCTURAL MATERIALS FOR ALL CORPORATE OFFICES AND ALL BRANCH

SUBSIDIARIES _____________________________________________________________________ 15

E)   SERVICE-ORIENTED SECURITY (SOS) IMPLEMENTATION AND INTEGRATION STRATEGY FOR

COMPLETE DESIGN INTERFACE AND CONNECTIVITY TO EXISTING BUSINESS SYSTEM MODEL ___ 17

F)   NEW PRODUCT IT INFRASTRUCTURAL DESIGN MODEL OVERVIEW RECAPITULATION ______ 18

G)   HUMAN RESOURCE MANAGEMENT: NEW IT EDUCATIONAL TRAINING AND DEVELOPMENT _ 19



PHASE III: PROJECT MANAGEMENT WORKFLOW SCHEDULE FOR PILOT TEST PROGRAM AND

FULL SYSTEM ACTIVATION AND PRE- AND POST-OP SERVICES ____________________________ 20



PHASE IV: FINAL CONTRACT AND SERVICE LEVEL AGREEMENT (SLA) DISCUSSION ________ 20



PHASE V: FINAL WRAP-UP Q & A SESSION AND CLOSING COMMENTS ___________________ 20



SOURCE CITATIONS: ________________________________________________________________ 21



WEB SOURCES: ____________________________________________________________________ 21



APPENDAGES: _____________________________________________________________________ 22
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  4

Consultancy Introduction

Consultancy Firm: Mercury Strategic Globalization, Ltd. (MSG, Ltd.)

        Conceptualized and founded in 1986 by current Chairman and CEO, M. S. Green, who
was awarded a PhD in 1979 in electrical and civil engineering at the Tesla/Marconi School of
Engineering at Georgia Tech University, Mercury Strategic Globalization is a first-mover
consultancy, specializing in the provision of advanced state-of-the-art IT business solution
products in inventive and innovative design and utility, focused specifically on serving a
boutique of Fortune 500 clients in both commercial and investment wholesale banking.
        During the inception of the company’s emerging prominence in the use of Enterprise
Resource Planning (ERP), or IT Enterprise Solutions systems, during the mid to late ‘80s, to
enhance and improve standard operating procedures (SOPs) and enhance the effectiveness of
Executive Support Systems (ESS) and Customer Relationship Management (CRM) - Operational
and Analytical systems for companies, generating a new touchstone evolutionary brand of IT
solutions products and creating an indelibly fresh and nascent paradigm in business intelligence,
each year MSG’s academically- and professionally-trained IT team of researchers and
developers consultants have created a new brand of IT solutions systems to cater precisely to the
extraordinary, critical needs of our clients and customers through our unique licensed pilot
product evaluation and testing program - a venerable and proven research program that is an
official trademark of the company and the industry’s standard bearer. Our company stands firm
on its excellent performance record that is irrefutable and supported by a rich history, clearly
demonstrating our eagerness to remain several years ahead of the curb in information technology
solutions.
        In today’s global economy, our brand name stands out as the premier leader in IT
solutions product and IT infrastructure re-engineering and migration, restoration and synergy,
and redevelopment and enhancement of high quality, efficient and low-cost enterprise business
solutions. Fortunately for us, due to an increasingly growing global demand for our product
services, we have further expanded operations worldwide to provide our quality customized IT
solutions products and services to a wide range of other leading companies in various industries,
who seek our expertise to help improve an evolving but yet full and completely compatible
integration of business model – including operational processes, support administration, and
overall organization culture – domestic and international strategic planning, marketing, and
customer relationship management, and company vision into a more complex and sophisticated
IT global environment. Therefore, we take much pride in our ability to maintain a center of
directedness and purpose based on simple fundamental principles that are concentric in the scope
and breadth of our company’s core philosophy and business model of designing, developing,
manufacturing, servicing, and modifying an IT solutions product of the highest order in quality,
speed, efficiency, and flexibility to satisfy the needs of each and every one of our clients today
and well into the future.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                     5

PHASE I:     Client’s Legacy IT System Overview and Formal Problem Analysis

     a) Preliminary assessment and evaluation of current IT
          After an intensive assessment of your current IT infrastructure system model and
     overall analysis of operational system integrity and integration competency, aside from a
     host of technical issues which proved to be insufficient to handle the daily complexities of
     your global network system needs for banking and financial-related services, the one
     pending and most pressing issue to address and resolve completely involving your current
     IT infrastructure model concerns the absence of a consistently clear and concise IT
     corporate policy that is standard operating procedures (SOPs) for parent company and all
     of its regional and local branch subsidiaries.
              A well-designed, published business plan and policy should decisively and
     uniformly be streamlined in accordance and in conformity to a modernized global IT
     Enterprise Resource Planning (ERP) system network and be flexible enough for full
     integration within the breadth and scope of the company’s Executive Support System
     (ESS), Decision Support System (DSS), and Customer Relationship Management (CRM)
     models, as well. Throughout the course of our investigation, evaluation, and analysis of
     your current legacy model at your New York and London offices along with all of the
     other various forms of IT operational equipment and electronic and digital electronic
     devices to run your business operations, we concluded that a high degree of operational
     (and technical, which will be later discussed) inefficiencies that placed routine daily
     business processes and activities at extreme risk, which was reflected in your inability to
     detect fallacies in your lending practices that led to $75 million of unauthorized loans to a
     sole client. A comprehensive companywide policy interwoven in an effective IT
     infrastructure that is consistent and details every type of process, protocol, and procedure
     for every employee from the upper tier of the executive management team to retail bank
     support staff to outside vendors would have been the proper first-line of defense and
     would protected your company from that eventful crisis and any other such-related ones,
     as well.
              Extenuating from and ancillary to our firm-wide policy recommendation, a
     designated public relations unit in collaboration with newly coordinated designed
     information technology and risk management departments must be established as part of
     pre-emptive measures to anticipate unforeseen economic changes in the global
     marketplace where business is impacted. These and all other departments of the business
     will intertwined and interfaced into the entire web of our new IT infrastructure framework
     and grid, using all electronic and computerized applications and tools capabilities to
     ensure full disclosure of data and information content and material and maintain open
     source accessibility to all lines of communications on every level, in strict adherence to
     new directives and instructions stipulated under new policy governance and procedure
     codes.
              In general, the core fundamentals of your current system are adequately strong to
     managed mid-to-medium level banking activities, but as we have come to realize, the
     company’s current IT infrastructure model and framework is incapable of evolving
     technologically to transition and migrate effectively to meet increasing customer demands
     globally, placing irresistible pressure points on on- and offsite business operations and
     processes.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                                              6

         In regard to the technological problems, preliminary analysis indicates that the
overall physical structure and grid of your IT infrastructure is too decentralized and many
of the your branch subsidiaries not only have outmoded and outdated systems but they use
independent central processing units (CPUs) and onsite servers that are connected to a
entire corporate network and a local area network (LAN) telecommunication network
system, utilizing remote and largely inadequate backup systems which can exacerbate
impromptu moments in crisis and delay or stymie reconciliatory actions in the process.
Due to your global expansion over the past few years, storage capacity for all network
systems is insufficient and not malleable to meet interconnectivity broad-based
operational and analytical customer relationship management (CRM), ESS, and DSS
demands for parent and all of its subsidiaries. To further iterate and emphasize our point,
here is where any frail IT infrastructure is most vulnerable and at great risk. It is at this
particular juncture where we, MSG, Ltd consultancy, will provide you with the best
available Enterprise Resource Planning (ERM) solutions product and services that will not
only address your present needs today but also well into the future. We are your first and
last line of defense, reducing unnecessary cost burdens in all aspects of operational chain
management and finally, but yet more importantly, safely monitoring and eliminating
potential security threats and concerns associated with storing, managing, and transmitting
your data and information, substantially decreasing business object-oriented IT task
responsibilities and correlating risks that are associated with them, to allow you to
concentrate and focus more on what you do best: increase profit and marketability and
expand your business safely and effectively on the global stage.

b) Organizational Hierarchy and Communication Structural Design and Outlay

                                           ORGANIZATIONAL CHART


                                                                        Chairman &
                                                                       Chief Executive
                                                                           Officer




                      Chief                                 Chief                        Chief Financial      CGO &           Vice President
                    Operating                           Information                          Officer         Corporate         & Corporate
                     Officer                               Officer                                           Secretary           Counsel




  Director of     SVP & Director    Director of US       Director of                 VP & Treasurer          VP, Policy,       Director of
Global Banking    of Security and      Banking          Information                                         Government          Human
 (Former Dir.         Facility                          Technology                                         and Corporate       Resource
Tamara Long)          Services                                                                                Affairs         Management




  International                                Director of       VP & Director              SVP of         Director of Risk
    Regional                                      Data            IT Security             Corporate         Management
 Branch Offices                                Processing          Services               Accounting
       (11)                                     (Pamela
                                               Lawrence)
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                   7

         Authorization synchronicity and synergy protocols diagramed between
management organization structure and its standard operation procedures for electronic
communication is ineffectual and must be restructured to optimize new IT infrastructure
and communication network. We proposed under the new SOP policy that all lines of
electronic communication between headquarters, regional headquarters, and branch
offices be reconfigured and interfaced to provide immediate, real-time interconnectivity
and open line availability, in accordance to new business model plan and IT
infrastructure.
         Currently, there is substantial fragmentation and segregation of IT system direct
linkage of computer network and electronic system that does not meet current global
requirements and demands. The problem will be easily modified and resolved with a
new enterprise resource management (ERM) system and business intelligence (BI) design
that will combine every multitask operation and function for intranet and extranet linkage
of all electronic communication and computerized system networks, connecting
executive support systems (ESS), customer relationship management systems (CRM),
and Decision Support Systems (DSS) structures for upper, middle, and lower
management teams, administrative staff support services, vendor services, and clients and
customers. A technical description and layout will be offered during the consultant’s new
IT infrastructure presentation.

c) Corporate Affairs and Public Relations SOP structure within the construct of IT
    infrastructure and business model
         In accordance to new standard operating procedure (SOP) policy, as an extension
 to section B an executive support system (ESS) will be assimilated and interfaced directly
 into the newly created organizational IT infrastructure for the company’s Corporate
 Affairs and Public Relations departments in New York and London offices and will serve
 as an exclusive interdependent liaison and a monitoring, control, and coordinating vehicle
 between executive leaders and their upper-level managers and regional governmental
 agencies. Electronic and computerized network systems will be fully linked and securely
 integrated, satisfactorily and in full compliance with local, state or province, and
 nationwide government ordinances and in strict accordance to regional office bylaws and
 company policy.

d) Chain of Command and Authorization Protocol and Procedures in Current IT
   infrastructural environment
         To further elaborate on the topic regarding the chain of command and
authorization protocol and procedure matrix, the current business model is
discombobulated and does not clearly distinguish clear communication lines of authority
within the entire organizational management structure. Approval and authorization
autonomy and independence among rank and file is too decentralized and fractured and
needs new close proximity structural base and centralization. No evidence of electronic
and computerized system encryption uniformity and approval and authorization rules
conformity that is consistently integrated within the existing IT infrastructure, including
critical path security matters regarding maintenance and records applicability and rules
procedure for IT and digital electronic device usernames and passwords. New rules of
engagement integrating SOP authorization and approval protocol and procedures and the
new IT network will be created to ameliorate overall efficiency and performance of new
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                     8

IT infrastructure and business intelligence model for all matters relating to authorization
protocol, procedure, and policy.

e) Corporate and regional branch office electronic communications and computer
   system interface and integration diagram

    US Corporate Headquarters                            International Branch Offices


                     EC                                                      EC
                   Network                                                 Network




                                              Current
                  Databases                  Legacy IT                     Databases
                  New York                    Network                       London
                   Office                     Linkage                        Office

      Office                     Office                    Office                                  Office
      CPUs                      Servers                    CPUs                                   Servers




                                                                            Current IT
                                                                             Network
                                                                             Linkage
   Disconnected and Fragmented
                                                         Database and EC
   IT Global Network and Non-                               Network -
                                                             Portugal
   Uniformed Policy, Procedure,                               Office
   and System Protocol Controls
                                                                                           Database and EC
                                                                                         Network - Other Ten
                                                                                         International Offices




f) IT infrastructure communications design, integration, and compatibility
     methodology for Customers, Clients, and Vendors
          The current IT infrastructure intranet and extranet and Internet communication
 grid, ancillary and under the auspices of intra- and interdepartmental governing policy
 and procedures for headquarters in New York and London and all regional offices, is too
 ambiguous and insufficient to meet Transmission Control Protocol (TCP)/Internet
 Protocol (IP) and Transaction Processing Systems (TPS) requirements and demands for
 all internal and external employees, clients/customers, and vendors. Both enterprise
 applications and enterprise content management systems for business-to-business (B2B)
 and customer relationship management models and methodologies for business-to-
 customer (B2C) are highly incompatible and nonconforming to handle and support a
 global information technology operations network.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  9

        The third/fourth generation IBM 4300 Series model mainframes in both New
York and London offices and all other legacy computer systems in Portugal and the 10
other regional branch offices are outdated, obsolete, and unfit to handle and incompatible
for a contemporary global IT network system that encompasses any number of rapidly
changing global marketplace variables and fluctuations. Lead times needed to adequately
respond and immediately resolve any pending issue are exacerbated by the delays caused
by current antiquated electronic and IT systems, consequently compounded by a weak,
porous, and incongruous, and, at times, undesirable enterprise resource planning (ERP) or
business model. The newly proposed IT Infrastructure will not only significantly reduce
lead time for the routine and non-routine processing of daily transactions effectively but
lessen the amount of time needed to fully reconcile any number of employee relationship
management (ERM), management-level system management, and customer relationship
management (CRM) issues, as well.

g) Reviewing IT model type and its utility within company’s business model
        Although the current legacy mainframe IBM 4300 Series computer’s limited data
administration and management system capabilities - providing a scarcity of open source
accessibility that is antithetical of today’s version of storage area network (SAN) for
retrieval of data information for various decision-support systems (DSS) manipulations
that are commonly used in data mining modeling and sophisticated information analytical
processes - have served the company’s past intimated customer relationship management
architecture with reasonable success, the proliferation of advanced technology in a
convergence of a new globalization business norm is now demanding a reassessment of
your current legacy IBM 4300 Series model migration capability and adaptability for
standardized full integration and conformity with a new breed of enterprise management
systems which are wielding paradoxically a simplistic and more sophisticated presence in
today’s IT infrastructural design for a new global IT network system paradigm
        Furthermore, the absence of an IT network system backward chaining capability
for necessary upgrades is highly inflexible and nonmalleable, having an extremely cost
negative impact on return on investment. This is largely due to the global IT
requirements for a more robust internal and external IT structural framework for
structured query language (SQL), transaction processing systems (TPS), and transmission
control protocol/Internet protocol (TCP/IP) compliance rules and conversion interfaces
needed to alleviate high total cost of ownership (TCO), optimize total quality
management (TQM), and, of course, maximize ROI. Moreover, the regional standalone
computer systems are incompatible to the legacy IBM 4300 computers and too outmoded
for conversion upgrades to be integrated into a modernized companywide IT
infrastructure. Unfortunately, these systems fail to meet today’s global ERP/EMS
standards and requirements; thus, ultimately will result in compromissorial outcomes and
could jeopardize the financial position of the organization, resulting in decreased market
share in the interim.

h) IT application types, i.e. security, firewalls, admin. processing tools, etc.
       All security protection hardware and software applications and systems are
decentralized and are absent of risk adverse sophistication and evasive protocol policy
and procedure that are commonly and notably found in secure hypertext transfer protocol
(S-HTTP), secure sockets layer (SSL) with an enhanced security policy that is clearly
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                   10

distinct and stipulates appropriate user authorization protocol and procedure for
companywide intra- and extranet services and transactions for support administration
staff, company decision makers, and in web-base internet services for clients/customers
and company vendors.
         Referential integrity of current physical and intellectual property security systems
are suspect and open to high risk threat exposure, both internally and externally, and must
acquire drastic overhaul and upgrades to guard entire organization IT network system
against malicious intrusions, computer hacking, and viral invasion to intranet, extranet,
internet-based transaction processes, capital assets, internal and external IT systems
         Due to the historically autonomous and independent IT system construct and
policy pretext of the company’s IT management system, sitting within context and
confines of a more diversified, complex, and sophisticated global IT landscape, security
parameters and measures must include the latest firewall protection schemes, encrypted
language models, and alarms systems for both intellectual and physical properties, all
integrated, monitored, and controlled on a centralized IT infrastructure platform and
within a management control program (MCP) module, utilizing the coordinating facility
of both on- and offsite central computer processing units (CPUs), servers, databases,
database centers and warehouses, and internet and internet-based servers and modems.

i) Centralized and decentralized internal and external IT database and application
    structures for computers and telecommunications
          Both intra- and interdepartmental computer and telecommunication databases and
 applications utility for all employees on every level of the organization structure is not
 properly interlinked nor interfaced for open communication, transmission of content and
 material, cross-functional integration of workflow activity, report analysis, and data and
 information reporting between offices and departments. The IT infrastructure is too
 abstract and lack in system automation and continuity to perform various non-
 collaborative and collaborative task assignments under SOPs in real-time.
          The omission of companywide encryption protocol and procedure, particularly in
 the situation where two separate binary computer operating systems are used to run the
 entire IT network, is dysfunctional and very undesirable. Although system designers and
 programmers are centralized in the two primary regional locations, New York and
 London and where primary technical assistance teams and help desks are housed,
 creating new software and hardware, programmable language in the form of structured
 query language, providing system conflict resolution for the company IT entire network,
 the systemic nature of this process that precipitated circumstances involving the loan
 crisis fails to meet modern and standardized computing requirements and functionality
 for the global marketplace.

j) Electronic device operational systems and full integration patterns and grid
    Outdated electronic devices and connectivity support structure and system
      interface
    No evidence of single source relationships, functionalities or connections from a
      primary communications service provider
    Lack of IT grid continuity in system pattern and connectivity
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                   11

     k) Foreign entity system compatibility model and integration grid design and
        security model
         Poorly design and nonfunctional, incompatible for internal and external IT security
           system matrix and infrastructure
         Security system integrity is at high risk and susceptible and compromit to illegal
           activities from internal and foreign intrusion such malicious viral attacks, hacking,
           employee errors and omissions, internal and external property abuse and thief, etc
         Insufficient compliance agreement stipulating preventive measures to deter and fort
           improper action, abuse, and utility of company IT resources, equipment, and
           facility

     l) IT educational training and professional development programs for all users
        insufficiencies
         Human resource management model is not comprehensive enough and too
            outdated to properly facilitate and conform to contemporary and modern
            educational and training needs in a global context
         No clear evidence of an updated version of a companywide employee conduct
            policy and instructional manual that is either written, established, or in place and
            for which is also consistent across the board to inform employees of IT office
            etiquette, procedure, and protocol on all three levels of management hierarchy –
            Executive (Top), Middle, Lower – and to which is accessible to support staff from
            a reference point that is an uniformed, centralized, and mobile helpdesk facility.
            Moreover, there is no evidence of incentive-driven performance programs and a
            clear outline illustrating the various metrics and benchmarks required to improve
            IT skill-set and overall job performance nor are there outside educational resources
            to enhance and improve IT knowledge base and skill-sets

PHASE II:    Consultant’s IT Solutions Network System Presentation

     a) Brief Product Overview and Description
             The main operating enterprise management operating system (ERM) will be
     provided Picom Software Solutions Systems, Ltd. of Toronto, Canada
     (http://www.picomsoft.com), a private software solutions company who specializes in
     providing to leading banking and financial institutions worldwide quality and secure
     state-of-the-art IT enterprise resource solutions and software-as-a-service (SaaS)
     enterprise systems. With regional headquarters stationed in Ontario, Canada and
     Herzeliya, Israel, serving both North America, Europe, and the Middle East, this small
     but highly reputable international private firm has for several years offered their expertise
     in Enterprise Resource/Record Management (ERM) and Customer/Content Relationship
     Management (CRM), providing the best in customized ERM process systems that are
     exclusively designed from their own research and development facility.
             Because of their unique position of offering customized and specialized IT
     products and services to a select group of high-profile clients in two primary industrial
     sectors, insurance and banking, this professional disposition gives the company the type
     of ERM and CRM leverage necessary for providing IT solutions systems that are flexible
     and conversion-oriented enough for full IT integration conformity, interface
     compatibility, and fixed implementation or complimentary component scalability for both
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                12

backward and forward chaining processes and protocols for all of their clients existing
legacy computer systems, electronic communication and telecommunication system
device, and IT application needs.
         In addition, this personalized client strategy is performance-focused and
customer-centric in every way, creating a climate that is suitable and very agreeable for
businesses who treasure a more professionally intimate level of service (LOS)
relationship with their valued customers and clients. Picom solutions systems
consolidates logistically and systematically data and information from every multiple
source application and database of a company’s entire existing legacy and limited
modernized IT network into a user-friendly and efficient operational workflow tool
conducive to the symbiotic relationship demands of an employee relationship
management (ERM) and an enterprise application framework for support services
administration and staff, a functionally reliable and secured, effective access-integrated
platform for clients and vendors in a customer-decision-support systems (CDSS)
environment, and a highly competent decision-making support model and methodology
for Executive Support System (ESS) utility for forward-progressive facilitation and
critical path content analysis, vision and goal assessment, re-assessment, and evaluation
discussion, interaction, project plan development and execution for a contemporary
global IT network.
         Although there are a small but influential number of stakeholders invested in the
success of Picom, the company nonetheless has a very impressive list of sustaining
business and technology partnership relationships with the following international
organizations: Hewlett-Packard (http://www.hp.com), Oracle (http://www.oracle.com),
BEA, Sun Microsystems, Red Hat. Each of these partnerships provide the financial
support and IT database, application, security, and electronic communication tools and
devices to effectively meet the intense and increasing demands of a global IT community.
The following sections (b-g) contain our IT proposal in design, components, and
implementation:
b) Information Technology Computer Systems, Applications, and Tools

  Consultant’s Proposal for IT Integrated Computer and Electronic Communication
    Infrastructure Network Vendor Diagram For New York and London Offices




                                                           (
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                  13




                               Diagram and logo provided by Picom Software Systems, Ltd., Copyright Reserved



     Regional and Local Offices Hardware Systems: Central Databases, Database
     Warehouses, Servers, Binary Central Processing Units (CPUs), Modems and
                      Transistors, and Other Microprocessors


       The company is in an excellent logistical global position with two main office
hubs located in New York and London, and due to this geographical outlay, we
recommend, in accordance to the diagram indicated above, that our proposed IT Oracle
database grid should be replicated from the New York office design and provided in a
similar format for the London office. The technical term to describe this type of
structure is called “Distributed Databases.” All configurations, functionalities, features,
and processes are essentially the same and will follow a uniformed standard operation
procedure policy (SOP) and protocol. The Oracle distributed databases are designed and
developed into two segmented identical IT DB systems: One is called a ‘Partitioned
database” and the other is labeled “duplicate database.” Each of the unit systems is
configured with identical central database warehouses, designed and developed
exclusively by Oracle, capturing and storing the same exact historical and current raw
data and information for the entire company and all of its activities. Each repository
(Oracle’s central database) containing your company’s raw data and information,
indicated in the Picom diagram illustration above, feeds into a centralize client/end-user
Picom Extensible Markup Language (XML) server with American Standard Code for
Information Interchange (ASCII), Hypertext Markup Language (HTML), and other
language conversion capabilities that are constructed on various multinational corporate
platform agents for Hewlett Packard UX 11i, Sun Solaris, IBM AIX, Microsoft
Windows, and Linux, and external task agents and Application Programming Interfaces
(API) such as Oracle reports, business objects (or object-oriented programming) notably
found in BusinessObjects’ Crystal reports, and external portal servers like Microsoft
SharePoint, which processes and transmits raw data and information to points of entry
for each and every network user of your company.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                  14

         In addition to Oracle’s mainframe databases, all offices - both regional and branch
 - will use a single relationship database management resource for desktop systems called
 Microsoft Access that will address and resolve current primary concerns regarding
 sufficient data storage capacity and transmission speed, easy accessible entry points for
 the retrieval of data information, user-friendly tools and applications to permit historical
 and real-time manipulative actions to create table charts, graphs, and reports to the user’s
 specification such as sorting tables according to multiple key signatures and identifiers
 like account name or number, locations such as city, region, state, country, continent,
 region, headquarters, and branch offices, and other similarly-related locales, and import
 and export compatibility mode for the entire network operating system (NOS) in the
 form of standard intra- and extranet e-mail, e-faxes, or PDF formats and for smooth
 integration to other desktop applications like Excel spreadsheets, all centralized and
 interconnected companywide into your newly-constructed enterprise solutions systems
 network.

    A Diagram Example of Distributed Databases Concept and Design [Hart, 2010]




                                       Diagram provided by Christopher Hart, Copyright Reserved © 2010


c) IT System Communication Service Providers
    The company’s sole provider of both hard-line and wireless network
      communications will be Verizon Communications, Inc
      (http://www.verizonbusiness.com), serving New York and London regional
      offices, Portugal, and the 10 other branch offices, due in large part to the
      telecommunication company enormous global coverage, particularly in the United
      States, Europe, Middle East, and Asia
    Minor broadband providers will include Portugal Telecommunications
      (http://www.telecom.pt) and T-Mobile (http://www.t-mobile.com), servicing
      Portugal, London, and parts of Europe, Middle East, and Asia
    To maintain continuity between companywide issued electronic handheld mobile
      devices and laptops, we recommend Windows Mobile
      (http://www.microsoft.com/windowsmobile), using Access Netfront IP Phone
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  15

      (http://www.access-company.com/products/mobile_solutions/) technology on
      an Access Linux Platform, as the standard mobile phone equipment

d) Exterior and Interior Computer and Electronic Communication Grid
   Realignment of Structural Materials for all Corporate Offices and all Branch
   Subsidiaries

   Desktops and Workstation Equipment, Applications, Electronic Communication


                      and Electronic Digital Devices, and Printers


Executives and Top-Tiered Managers Desktop Servers, Monitors, and Keyboards

         Regional offices in New York and London will use a computer and electronic
communication floor plan and office grid design that are more conducive to management
support structures for both Executive Support (ESS) and Decision-Making Support (DSS)
workstation systems. Each executive workstation/portal will house and be supported by a
Hewlett Packard (Original Equipment Manufacturer or OEM) Parallel Workstation 4.0
Extreme, offering first-mover innovative Intel 3D virtualization support technology to
assist management executives, mid to lower-level managers, and information technology
end-users to create virtual 3D multi-task modeling platforms in Linux to aid them with
their decision-making processes and an assortment of business and workflow-related
activities. Every individual ESS workstation will be set up to provide dashboards,
menus, communications, and graphics to be used for internal data like TPS/MIS data,
financial data, office systems, modeling and analysis and external data such as Dow
Jones, Standard & Poor, and Internet news feeds, viewed on high-performance HP
LP2475w 24-inch Widescreeen LCD Monitor and typed and clicked on HP USB
Keyboard and Mouse Bundle.
         A virtual machine (VM) technology will enable the user to create various user-
specific virtual environments; using direct connections to Nvidia technology cards to
better enhance single use or facilitate simultaneous collaborative efforts internally within
the management structure and to seamlessly transpose 3D graphical data from internal
and external sources into virtual reality formats. Some of the key features that will
accelerate and optimize work performance are Parallel Fastlane Architecture with support
for Intel VT-d for direct access to graphic and network cards for virtual environments,
Adaptive Hypervisor, up to 16-way virtual symmetric multiprocessing (SMP) - a scalable
cabinet design containing multiple CPUs sharing the same memory, up to 64GB RAM
for each VM, up to 2TB of virtual hard disk, Display Manager with Multi-Monitor
support, Parallel Tools with support for selected Nvidia Quadro graphic cards, Scalable
Link Interface Multi-Operating Systems (SLI-MOS), Support 64-bit Guest OSs and
Primary OSs. Portable connections are also provided for mobile units such as handheld
devices and laptops. Another unique feature of the Extreme workstation is what’s termed
the “Parallel Transporter Migration Tool,” an application that duplicate VM data to create
a clone VM which can be use for other Parallels desktops.
         As you can clearly see the HP Parallel Workstation 4.0 Extreme is ideal and
offers many utilities and functionalities for decision-makers. In addition, with a well-
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                    16

established operating systems support structure consisting of Windows XP SP2 64-bit
and Windows Vista SP1 64-bit for both primary and guest OSs, Linux RHEL 5.3 64-bit
for Primary OSs and Linux RHEL 4.7 & 5.3 64-bit and Fedora 10 64-bit for Guest OSs,
the Portugal office and all other 10 international branches will have a similar, but yet,
scaled-down version of Extreme 4.0 facility and capability. This IT OS is a key
component that is missing from the current IT architectural design model, an
infrastructural plan for which lacked consistency in connectivity, accessibility, practical
functionality, and speed.
        For some lower-level managers and all administrative support staff employees at
all locations will be provided with the latest in computer, electronic, and electronic digital
equipment to be freely integrated into the new IT infrastructure. Since Picom IT banking
solutions products and services are designed and run by two of the world’s foremost and
leading OEM companies, HP and Oracle, who are well-regarded as purveyors of the most
advanced and flexible IT operating systems in the global marketplace today, we
recommend their line of desktop hardware, tools and applications for lower-level
managers and administrative staff support groups. The following is a breakdown of
enterprise service (ESM) and customer relationship management (CRM) desktop
systems/user interface pairings for all non-executives, some upper-, middle-, and lower-
level managers, and all exempt and non-exempt support staff employees:

Employee Desktop Servers, Monitors, and Keyboards

1. For all non-exempt administrative staff members, the Hewlett Packard’s Compaq
   500B Microtower PC, housing an Intel® Pentium® Dual-Core processor that includes
   Windows XP Professional OS, is a low cost workhorse among the banking industry
   for day-to-day routine activities like quick, accessible retrieval of customer standard
   data and information for verification and confirmation purposes, data entry using
   simple desktop applications and databases like Microsoft Excel, Word, Office
   Communicator integrated with Outlook e-mail app with VoIP, SharePoint, light,
   Access, and Oracle, just to name a few

2. The HP Pro 3005 Microtower PC, with an AMD Anthlon X2 Processor that contains
   a 320GB hard drive along with 2GB of standard memory (SDRAM) and includes
   Windows 7 Professional 64 OS, is a more than reputable and reliable PC to handle
   low-level management demands and all of the various multi-purpose functions
   performed by upper-tiered administrative support. In addition to the standard OS
   features found in the Compaq 500B Microtower PC, the HP Pro 2005 also includes
   Backup and Recovery Manager plus Redundancy Array of Independent (or
   Inexpensive) Disks (RAID) 1.0 data mirroring capability as well for users who are
   processing complex and sensitive tasks

3. Employees will be able to view their work on HP LE1901w 19-inch Widescreen
   LCD Monitors

4. All employees will use HP USB Keyboard and Mouse Bundle
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  17

Information Technology Department Servers, Applications, and Tools

1. Both New York and London offices will have regional on-site IT departments using
   Oracle’s Sun Blade T6340 Servers

2. For each of the 11 branches, including Portugal’s, a licensed, certified IT professional
   will be assigned an on-site workstation for problem solving and maintaining technical
   management collaboration with both main regional offices in New York and London.
   These branches will run on Oracle’s Sun x86 Servers with optimal scalability and
   certified to run on Oracle Enterprise, Oracle Linux, Oracle VM, Red Hat Enterprise
   Linux, SUSE Linux Enterprise, Windows Servers, and VMware

3. IT applications and tools used by all IT professionals for regional and branch offices
   to help executives, managers, and employees improve workflow efficiency and
   overall job performance and to address risk exposure and threat intrusion are Oracle’s
   Enterprise Performance Management and Business Intelligence, Reveleus Corporate
   Credit Risk, and CRM On Demand, all under the complete applications design model
   and integrated IT management strategy of Oracle’s Enterprise Manager 11g Solutions
   systems

Customer Branch Self-Service Workstation

   Customers who are performing a number of in-person point-of -transaction and
   account enquiry banking activities at self-service stations that are located in all 11
   branch offices will be able to do so easily by using the latest advancement in touch-
   screen technology and application that is found in HP Compaq 5009tm 15-inch LCD
   Touchscreen Monitor.

e) Service-Oriented Security (SOS) Implementation and Integration Strategy for
   Complete Design Interface and Connectivity to Existing Business System Model

Database Security Architecture and Design Solution Systems

   Built on Oracle’s service-oriented-architecture (SOA) security system called Oracle
   Database 11g Security and Compliance, Picom Solutions Systems gives you security
   protection for all of your database needs via transparent data encryption, for effective
   monitoring and control of data information and activity, and for securitized
   configurations. The system also conforms and uses secure sockets layer (SSL)
   cryptographic technology to allow safe transmission of data and information and other
   forms of communication over the Internet. Each regional and branch office local area
   network (LAN) system will be provided with additional IT infrastructure security
   support using HP’s low-cost, high-performance security solutions product called
   ProCurve Adaptive Network Solutions, comprising Power over the Ethernet (PoE)
   security and convergence capability switches – ProCurve 5412zl in a redundant
   configuration, ProCurve 5406zl, and ProCurve 3500yl series – to meet uniformity
   requirements of VoIP and to establish data recovery warehousing. A secondary
   premier SOA security system application, specifically designed to detect fraudulent
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                     18

   activities via the Internet, included in the overall security scheme of the company’s IT
   network community, that will be provided by Detica NetReveal
   (http://www.deticanetreveal.com) is called Detica TxtReveal technology, utilizing
   Java Platform to Enterprise Edition (J2EE) open architecture solution web-based
   technology, a product standard pioneered by Sun Microsystems, for easy application
   developing and deployment, primarily via application programming interfaces (APIs).

Desktop, Server, and Mobile Security Architecture and Design Solution Systems

Under the OS framework of Oracle Database 11g Enterprise Management Edition,
Oracle® Advanced Security is the best security solutions system for all of your
company’s IT security needs. Furthermore, all desktop computer systems will be greatly
protected by Oracle’s Sun Secure Desktop Global Software that is currently the leading
global security software application in the banking, financial services industry.

f) New Product IT infrastructural Design Model Overview Recapitulation

   All of the components of the new IT enterprise system aforementioned in Phase II of
   this section will address critical IT infrastructural issues and resolutions accordingly:

1. The lack of oversight and foresight in corporate affairs, or public relations, internally
   and with the various governmental agencies, information technology, and risk
   management expose the weaknesses in the company’s overall IT infrastructure
   network, which resulted in the company’s failure to adequately and successfully
   monitor its lending practices in a real-time environment. Our IT system framework
   not only will ensure consistency in connectivity among all offices in real time, but
   will also serve more than a comprehensively sufficient platform for all key parties
   involved with any issue to access and retrieve the required data and information for
   report analysis, discussion, and conferencing among distant parties in real time and in
   accordance to user preference, i.e. alphabetical recordkeeping according to regional
   office, client, or a combination of both or other input variations, to manipulate the
   desired data and information in a virtual environment through ESS dashboard
   technology, creating the scenarios that will help aid and facilitate effective decision
   making, and allow that data and information to be safely transmitted to any office
   quickly in protected formats in the form of SQL, VoIP, TCP/IP, TPS through a wide
   selections of unified communication vehicles and telecommunication systems like T-
   lines, Wi-Fi, Internet, etc., that is replicated and reciprocated in original form to
   mitigate confusion and help render expedient resolve.

2. Because of interlinked database, server, and telecommunication connections with all
   offices, using uniformed and real-time protocols and procedures, lending practices
   and procedures can now be protected better against redundancy and activity abuses
   from clients, providing workable cross-reference interlocking networks between all
   offices to ensure the solid system integrity of all internal and external activities of the
   business operation. Each office can quickly verify and confirm any number of
   business processes and customer activities at the touch of a button or click of a
   mouse.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  19

3. The task of scheduling managers and executives to meet at designated locations on a
   weekly, monthly, semi-annual, or yearly basis for the various business conferences
   and inter-office prove to be one of the more difficult activities incurred by your
   company. The Oracle Beehive videoconferencing solution system will provide a live
   person-to-person, location-to-location broadcast connectivity that will significantly
   reduce cost effectively and be a substantial beneficial asset for your company
   decision makers to quickly address non-routine strategic planning concerns or more
   pressing issues of daily activities comparable to the one experienced during the
   lending crisis. In consideration of the disproportional financial position of each
   branch location, those offices who may find this investment to be rather substantial to
   meet their particular need, another option that will provide live, real-time connectivity
   through videoconferencing for those branch offices can be attained by way of
   mounted desktop cameras that are installed and embedded on the bezel of each
   employee’s monitor (included as part of the workstation package) or the provision of
   HP L3065 30-inch Widescreen LCD monitor unit that is ideal and can be configured
   for videoconferencing for peer-to-peer or small to medium group activity meeting
   settings.

g) Human Resource Management: New IT Educational Training and Development

   Because our new IT infrastructure, once fully installed and activated for operational
   use, will easily automate your business processes and thus requiring less raw
   programming and application design, the majority of the maintenance and upgrades
   for the proposed enterprise IT solution system will still need onsite qualified and
   certified DB, server, application, and security IT programmers, analysts, and
   technicians to ensure sustaining servicing and periodic testing of equipment, hardware
   and software programs and applications, and all electrical components and correlating
   interface connections to maintain a positive perpetual flow of business operations at
   all times. These individuals, along with all other end-users, i.e. executives, managers,
   support staff administrators, etc., will be taught and trained in IT and network
   operating systems (NOS) policy, procedure, and systems protocols for LAN, MAN,
   WAN, and universal telecommunications and wireless communications under
   common and ubiquitous domestic and foreign governing rules, standards, and
   regulations like Internet address identifiers such as transmission control
   protocol/Internet Protocol (TCP/IP) and IPv6 (an addendum to TCP/IP), Internet
   messaging services (i.e. e-mail, text messaging, discussion and chat rooms, etc.)
   provided by standard Telnet, File Transfer Protocol (FTP), and the World Wide Web,
   packet switching technology such as Voice over Internet Protocol (VoIP), secure and
   encrypted communication networks like virtual private networks (VPNs), access
   webpage and interface points like Hypertext Transfer Protocol (HTTP), uniform
   resource locator (URL), and web-based content and context formatting interfaces such
   as Hypertext Mark-up Language (HTML) and Extensible Mark-up Language (XML),
   and finally, wireless communication standardized technology such as third-generation
   or 3G networks, wireless fidelity (Wi-Fi), 802.15 wireless standard in the form of
   Bluetooth technology, using personal-area networks (PANs), Institute of Electrical and
   Electronic Engineers (IEEE) wireless communication standard known as 802.16
   Worldwide Interoperability for Microwave Access (WiMax), all of these governing
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                   20

          knowledge utilities learned in accordance to their specific job specification and current
          IT acumen. The director of human resource, AIB’s CFO, CIO, DOI, key personnel
          within each regional and branch information technology department via
          teleconferencing, a service for which we will provide links that will become a part of
          the test pilot program and final implementation, will team together with MSG and
          Picom’s consultants and professionals to create an agenda to discuss initiatives and
          informally draft an outline to set user interface policy, protocol, and procedure in place
          for the entire new IT network infrastructure, later create the necessary action plans for
          educational and operational training of new systems and future modifications and
          upgrades, and to draft a cost assessment outline that is associated with new training
          and educational procedures. Once these crucial areas have been determined, they will
          be recorded, written, and distributed by Dir. of HR and his or her managerial staff in a
          living IT systems manual for each office resource center or onsite library in book form
          and digital format. As mentioned before in section 2 under Information Technology
          Department Servers, Applications, and Tools, each office will have one designated IT
          systems professional and a team of system administrators and technicians
          (proportionate to size of office) to be on-hand IT facilitators and crisis resolution
          experts and response team, providing a quick and immediate reference point for all
          employees with various IT concerns and needs, utilizing direct and open lines of
          communication via Internet, wireless communication, etc. to the designated onsite IT
          professional at every other location. This internal IT function and service will be
          ancillary to the overall restructuring effort for the new IT network in functionality and
          operational processes to better solidify continuity and consistency throughout the new
          framework that will undoubtedly improve workflow efficiency, create a more reliable
          and credible sense of transparent uniformity in open source communication mediums,
          crisis resolution discussions, and data and information integrity when data and
          information is being retrieved and reported from, manipulated and analyzed by, and
          disseminated and distributed to various interdepartmental sources on a companywide
          basis. This automation and connectivity is the most obvious contentious concern for
          your company decision makers and the major difference in proper IT functionality and
          efficiency between the existing IT infrastructural model and our proposed one.

PHASE III: Project Management Workflow Schedule for Pilot Test Program and Full
System Activation and Pre- and Post-Op Services

Please refer to appendage no. 1 for detailed sample description of Resource Input.
Please refer to appendage no. 1A for detailed sample description of Workflow Schedule.
Please refer to appendage no. 2 for detailed sample description of 2011-2012 Activity Schedule.

PHASE IV: Final Contract and Service Level Agreement (SLA) Discussion

Please refer to appendage no. 2A for detailed sample description of Service Level Agreement
(SLA) Outline provided by KnowledgeLeader (http://www.knowledgeleader.com)

PHASE V:     Final Wrap-Up Q & A Session and Closing Comments
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                  21

                                       Source Citations:

Literary Sources:
Chong, R. F., Wang, X., Dang, M., & Snow, D. R. (2008). Understanding DB2: Learning
   visually with examples. Upper Saddle River, NJ: IBM Press Pearson, Plc.

Christensen, M. J. & Thayer, R. H. (2001). The project manager’s guide to software
    engineering’s best practices. Los Alamitos, CA: IEEE Computer Society.

Cole, Dr. E., Krutz, Dr. R., & Conley, J. W. (2005). Network Security Bible. Indianapolis, IN:
    Wiley Publisher, Inc.

Francis, Arthur (1986). New Technology at Work. New York: Oxford University Press.

Maiwald, E. & Sieglein, W. (2002). Security Planning & Disaster Recovery. New York:
   McGraw-Hill/Osborne.

Morrison, J. & Morrison, M. (2003). Guide to Oracle9i. Boston, MA: Course Technology.

Olsson, Anders (2003), Understanding Changing Telecommunications – Building a Successful
    Telecom Business. Hoboken, NJ: John Wiley & Sons, Ltd.

Sauvant, K.P. (1986). International Transaction in Services: The Politics of Transborder Data
    Flows. Boulder, CO: Westview Press

Shy, Oz (2001). The Economics of Network Industries. New York: Cambridge University
    Press.

Tardugno, A.F., DiPasquale, T.R., & Matthew, R.E. (2000). IT Services: Costs, Metrics,
    Benchmarking and Marketing. Upper Saddle River, NJ: Prentice Hall PTR

Tudor, J. K. (2001). Information Security Architecture: An integrated approach to security in
   the organization. London: Auerbach.

Young, George (1985). Venture Capital in High Tech Companies: The Electronic Industry in
   Perspective. London: F. Pinter.

Web Sources:
Hart, C. (2010). Bulletproof Technology: Resilient Network Infrastructure. Retrieved July 2,
    2010, from http://christopher-hart.com/blog/

Parallels® (1999-2010). Parallel Workstation 4.0 Extreme. Retrieved June 10, 2010, from
    http://www.parallels.com/products/extreme

Picom Software Systems® (2010). Picom Software Systems. Retrieved June 10, 2010, from
    http://www.picomsoft.com/index.html
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                               22

                                                               Appendages:

                                                         1. (Tardugno, 2000)
                             Consultant's 2010 Proposal Resource and Workflow Schedule for Installation and Pre- and Post-Service
                              Sche
                              dule
                               or
                               On
                              Dem Offer         Skill            UO
           Service            and      ed        Set    Freq     M

     Cost management           S



      Level of service
       management              S




    Project management        O/D




                                                               1A. (Tardugno, 2000)
                                                                                                                                                   T
                                                                                                           Cle                                     o
                              Sche                                                                         rk                               Mgr    t
                              dule                      SA              OSA                                Eff             Ntwk             Effo   a
                               or                      Effor            Effor            DBA               ort             Spec              rt    l
                               On     Freq               t                t              Effort           Hrs              Effort   Total   Hrs/   M
                              Dem     (per             Hrs/     Total   Hrs/     Total   Hrs/U    Total   /UO    Total     Hrs/U    Ntwk    UO     g
           Service            and     Yr)     UOM      UOM       SA     UOM      OSA      OM      DBA      M     Clerk      OM      Spec     M     r
     Server monitoring
    and corrective action     O/D      365     Days      1.5    547.5              0                0               0                0             0
      Connectivity from
     outside servers alive
           and well
     Disk Drive capacity
     with defined limits
    Network connectivity
        alive and well
      Paging software
            active
    No runaway processes
    Memory utilization
    within defined limits
    Ensure all databases
     active after backup
           process
    Detect problems or
         bottlenecks
    Analyze performance
    compared to capacity
     Provide tier II level
       service support
    Troubleshoot database
          problems
       Software Event
         Monitoring


.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                                                                            23

      System Default
         Detection
    Disk Fault Detection

       Print Services             O/D       260       Days       2       520                  0                   0                0               0          0
     Troubleshooting in
      the decentralized
        environment
     Black box hookups
            Software
    installation/configurat
      ion on new printers
           File server
     management of print
              queues
        Provide spooling
       services (software
       configuration, re-
       ordering queues to
       print more critical
            jobs first)
        Provide secured
       printing capability
        where needed for
     confidential printing
        Resolve printing
            problems

          Network
       Management                  S        260       Days                0                   0                   0                0          1    260        0
     Analysis of network
    impacts based on new
      adds and changes            O/D       21    server                  0                   0                   0                0          24   504        0
     Maintain a network
      topology drawing
         Manage new
    installations/connects
          to network
     Control the granting
       and revoking of
     modern access from
            outside
      Provide naming
     services resolution
    Add, remove, update
          a domain



      Total Effort Hours                                                 1068                 0                   0                0               764        0



                                                                 2. (Tardugno, 2000)

               Consultant's 2011-2012 Proposal Activity Schedule for Installation and Pre- and Post-Service
                                                      2011                                                                        2012
                      1       2   3     4    5    6     7    8       9   10     11   12   1       2   3   4   5       6   7   8    9     10   11         12
       Project
       Activity
      Planning
    Management
    Requirements


.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK               24

    Prototyping
    Conference
    Management
     Functional
      Design
       Design
      Review 1
    Detail Design
       Design
      Review 2
      Quality
     Assurance
       Coding
       Reuse
     Acquisition
        Code
     Inspection
      Unit Test
     Functional
       Test
    System Test
     Pilot Field
     Test (New
     York and
      London)
       User
     Document
     Document
       review
     Pilot Test,
    Review, and
     Acceptance
    Ticket for Go
        Live
     Installation



                                               2A.

                               Service Level Agreement (SLA)
                                      Sample Template


Version X.0
(insert date)

(Insert language specifying the appropriate use and distribution of the document.)

Document Revision History
           Date              Author         Revision                    Description




.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                              25

Approvals
      Date              Name                   Title                Embedded signature/email




Table of Contents

1.1    Audience       25
1.2    Purpose        25
1.3    Assumptions 25
1.4    Contacts       25
2.1    File Formats 25
2.2    File Delivery Expectations 25
2.3    Escalation Actions 26
2.4    <Application> Escalation Resources 26
2.5    Service Hours for Problem Resolution       26
2.6    <Application> File Development     26

Appendix A. <Application> Contact Information 26
Appendix B. Definitions   26

Scope
(insert information describing the scope of the document)
 Audience
(insert information describing the appropriate audience for the document)
 Purpose
(insert information describing the purpose of the document)
 Assumptions
(insert information describing the assumptions associated with the document)
 Contacts
(insert information describing the contacts associated with the document). See Appendix A for
additional contact details.
Service Details
 File Formats
(insert information describing the file formats required by the document)
 File Delivery Expectations
(<Application> agrees to meet the delivery standards listed here)

                                                              Arrives at
                                       Expected                             Transport Method
                                                              Company
File Type                              Frequency/Minimum                    (FTP/
                                                              X no later
                                       Frequency                            Manual File Drop)
                                                              than:




.
IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK                              26


                                                                Arrives at
                                        Expected                             Transport Method
                                                                Company
File Type                               Frequency/Minimum                    (FTP/
                                                                X no later
                                        Frequency                            Manual File Drop)
                                                                than:



 Escalation Actions
(insert information describing the escalation actions required by this document)
 <Application> Escalation Resources
(insert information describing the escalation resources required by this document)
 Service Hours for Problem Resolution
(insert information describing the service hours available to resolve problems)
<Application> File Development
(insert information describing the file development process required by this document)

Contact Information
Name            Role                                            Office Phone     Mobile Phone



Definitions
Term                   Acronym            Definition




.

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Term Paper: American International Bank Proposal

  • 1. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 1 Overview, Critical Analysis, and IT Product Specificity Resolution Proposal for Uniformity and Conformity Control Interface and Integration of Client’s Globalization Network for New Configuration in Infrastructural Design and Processes: Presented and Submitted To American International Bank [Client] by Mercury Strategic Globalization, Ltd. [Consultant] – A Subsidiary of MSG International, Ltd. [Parent Company] Marvin Scott Green Golden Gate University, 2012 MBA Candidate In Partial Fulfillment to Meet the Requirements for the Master of Business Administration Degree in Finance Information Technology Management 225, 10SU.SF1 Professor Howard Bernstein Friday, December 30, 2011
  • 2. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 2 Table of Contents CONSULTANCY INTRODUCTION___________________________________________________ 4 PHASE I: CLIENT’S LEGACY IT SYSTEM OVERVIEW AND FORMAL PROBLEM ANALYSIS _______ 5 A) PRELIMINARY ASSESSMENT AND EVALUATION OF CURRENT IT __________________________ 5 B) ORGANIZATIONAL HIERARCHY AND COMMUNICATION STRUCTURAL DESIGN AND OUTLAY __ 6 ORGANIZATIONAL CHART ________________________________________________________ 6 C) CORPORATE AFFAIRS AND PUBLIC RELATIONS SOP STRUCTURE WITHIN THE CONSTRUCT OF IT INFRASTRUCTURE AND BUSINESS MODEL _____________________________________________ 7 D) CHAIN OF COMMAND AND AUTHORIZATION PROTOCOL AND PROCEDURES IN CURRENT IT INFRASTRUCTURAL ENVIRONMENT _____________________________________________________ 7 E) CORPORATE AND REGIONAL BRANCH OFFICE ELECTRONIC COMMUNICATIONS AND COMPUTER SYSTEM INTERFACE AND INTEGRATION DIAGRAM _________________________________________ 8 F) IT INFRASTRUCTURE COMMUNICATIONS DESIGN, INTEGRATION, AND COMPATIBILITY METHODOLOGY FOR CUSTOMERS, CLIENTS, AND VENDORS _________________________________ 8 G) REVIEWING IT MODEL TYPE AND ITS UTILITY WITHIN COMPANY’S BUSINESS MODEL _______ 9 H) IT APPLICATION TYPES, I.E. SECURITY, FIREWALLS, ADMIN. PROCESSING TOOLS, ETC. _____ 9 I) CENTRALIZED AND DECENTRALIZED INTERNAL AND EXTERNAL IT DATABASE AND APPLICATION STRUCTURES FOR COMPUTERS AND TELECOMMUNICATIONS ___________________ 10 J) ELECTRONIC DEVICE OPERATIONAL SYSTEMS AND FULL INTEGRATION PATTERNS AND GRID 10 K) FOREIGN ENTITY SYSTEM COMPATIBILITY MODEL AND INTEGRATION GRID DESIGN AND SECURITY MODEL ___________________________________________________________________ 11 L) IT EDUCATIONAL TRAINING AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR ALL USERS INSUFFICIENCIES __________________________________________________________________ 11
  • 3. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 3 PHASE II: CONSULTANT’S IT SOLUTIONS NETWORK SYSTEM PRESENTATION ______________ 11 A) BRIEF PRODUCT OVERVIEW AND DESCRIPTION _____________________________________ 11 B) INFORMATION TECHNOLOGY COMPUTER SYSTEMS, APPLICATIONS, AND TOOLS __________ 12 C) IT SYSTEM COMMUNICATION SERVICE PROVIDERS __________________________________ 14 D) EXTERIOR AND INTERIOR COMPUTER AND ELECTRONIC COMMUNICATION GRID REALIGNMENT OF STRUCTURAL MATERIALS FOR ALL CORPORATE OFFICES AND ALL BRANCH SUBSIDIARIES _____________________________________________________________________ 15 E) SERVICE-ORIENTED SECURITY (SOS) IMPLEMENTATION AND INTEGRATION STRATEGY FOR COMPLETE DESIGN INTERFACE AND CONNECTIVITY TO EXISTING BUSINESS SYSTEM MODEL ___ 17 F) NEW PRODUCT IT INFRASTRUCTURAL DESIGN MODEL OVERVIEW RECAPITULATION ______ 18 G) HUMAN RESOURCE MANAGEMENT: NEW IT EDUCATIONAL TRAINING AND DEVELOPMENT _ 19 PHASE III: PROJECT MANAGEMENT WORKFLOW SCHEDULE FOR PILOT TEST PROGRAM AND FULL SYSTEM ACTIVATION AND PRE- AND POST-OP SERVICES ____________________________ 20 PHASE IV: FINAL CONTRACT AND SERVICE LEVEL AGREEMENT (SLA) DISCUSSION ________ 20 PHASE V: FINAL WRAP-UP Q & A SESSION AND CLOSING COMMENTS ___________________ 20 SOURCE CITATIONS: ________________________________________________________________ 21 WEB SOURCES: ____________________________________________________________________ 21 APPENDAGES: _____________________________________________________________________ 22
  • 4. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 4 Consultancy Introduction Consultancy Firm: Mercury Strategic Globalization, Ltd. (MSG, Ltd.) Conceptualized and founded in 1986 by current Chairman and CEO, M. S. Green, who was awarded a PhD in 1979 in electrical and civil engineering at the Tesla/Marconi School of Engineering at Georgia Tech University, Mercury Strategic Globalization is a first-mover consultancy, specializing in the provision of advanced state-of-the-art IT business solution products in inventive and innovative design and utility, focused specifically on serving a boutique of Fortune 500 clients in both commercial and investment wholesale banking. During the inception of the company’s emerging prominence in the use of Enterprise Resource Planning (ERP), or IT Enterprise Solutions systems, during the mid to late ‘80s, to enhance and improve standard operating procedures (SOPs) and enhance the effectiveness of Executive Support Systems (ESS) and Customer Relationship Management (CRM) - Operational and Analytical systems for companies, generating a new touchstone evolutionary brand of IT solutions products and creating an indelibly fresh and nascent paradigm in business intelligence, each year MSG’s academically- and professionally-trained IT team of researchers and developers consultants have created a new brand of IT solutions systems to cater precisely to the extraordinary, critical needs of our clients and customers through our unique licensed pilot product evaluation and testing program - a venerable and proven research program that is an official trademark of the company and the industry’s standard bearer. Our company stands firm on its excellent performance record that is irrefutable and supported by a rich history, clearly demonstrating our eagerness to remain several years ahead of the curb in information technology solutions. In today’s global economy, our brand name stands out as the premier leader in IT solutions product and IT infrastructure re-engineering and migration, restoration and synergy, and redevelopment and enhancement of high quality, efficient and low-cost enterprise business solutions. Fortunately for us, due to an increasingly growing global demand for our product services, we have further expanded operations worldwide to provide our quality customized IT solutions products and services to a wide range of other leading companies in various industries, who seek our expertise to help improve an evolving but yet full and completely compatible integration of business model – including operational processes, support administration, and overall organization culture – domestic and international strategic planning, marketing, and customer relationship management, and company vision into a more complex and sophisticated IT global environment. Therefore, we take much pride in our ability to maintain a center of directedness and purpose based on simple fundamental principles that are concentric in the scope and breadth of our company’s core philosophy and business model of designing, developing, manufacturing, servicing, and modifying an IT solutions product of the highest order in quality, speed, efficiency, and flexibility to satisfy the needs of each and every one of our clients today and well into the future.
  • 5. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 5 PHASE I: Client’s Legacy IT System Overview and Formal Problem Analysis a) Preliminary assessment and evaluation of current IT After an intensive assessment of your current IT infrastructure system model and overall analysis of operational system integrity and integration competency, aside from a host of technical issues which proved to be insufficient to handle the daily complexities of your global network system needs for banking and financial-related services, the one pending and most pressing issue to address and resolve completely involving your current IT infrastructure model concerns the absence of a consistently clear and concise IT corporate policy that is standard operating procedures (SOPs) for parent company and all of its regional and local branch subsidiaries. A well-designed, published business plan and policy should decisively and uniformly be streamlined in accordance and in conformity to a modernized global IT Enterprise Resource Planning (ERP) system network and be flexible enough for full integration within the breadth and scope of the company’s Executive Support System (ESS), Decision Support System (DSS), and Customer Relationship Management (CRM) models, as well. Throughout the course of our investigation, evaluation, and analysis of your current legacy model at your New York and London offices along with all of the other various forms of IT operational equipment and electronic and digital electronic devices to run your business operations, we concluded that a high degree of operational (and technical, which will be later discussed) inefficiencies that placed routine daily business processes and activities at extreme risk, which was reflected in your inability to detect fallacies in your lending practices that led to $75 million of unauthorized loans to a sole client. A comprehensive companywide policy interwoven in an effective IT infrastructure that is consistent and details every type of process, protocol, and procedure for every employee from the upper tier of the executive management team to retail bank support staff to outside vendors would have been the proper first-line of defense and would protected your company from that eventful crisis and any other such-related ones, as well. Extenuating from and ancillary to our firm-wide policy recommendation, a designated public relations unit in collaboration with newly coordinated designed information technology and risk management departments must be established as part of pre-emptive measures to anticipate unforeseen economic changes in the global marketplace where business is impacted. These and all other departments of the business will intertwined and interfaced into the entire web of our new IT infrastructure framework and grid, using all electronic and computerized applications and tools capabilities to ensure full disclosure of data and information content and material and maintain open source accessibility to all lines of communications on every level, in strict adherence to new directives and instructions stipulated under new policy governance and procedure codes. In general, the core fundamentals of your current system are adequately strong to managed mid-to-medium level banking activities, but as we have come to realize, the company’s current IT infrastructure model and framework is incapable of evolving technologically to transition and migrate effectively to meet increasing customer demands globally, placing irresistible pressure points on on- and offsite business operations and processes.
  • 6. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 6 In regard to the technological problems, preliminary analysis indicates that the overall physical structure and grid of your IT infrastructure is too decentralized and many of the your branch subsidiaries not only have outmoded and outdated systems but they use independent central processing units (CPUs) and onsite servers that are connected to a entire corporate network and a local area network (LAN) telecommunication network system, utilizing remote and largely inadequate backup systems which can exacerbate impromptu moments in crisis and delay or stymie reconciliatory actions in the process. Due to your global expansion over the past few years, storage capacity for all network systems is insufficient and not malleable to meet interconnectivity broad-based operational and analytical customer relationship management (CRM), ESS, and DSS demands for parent and all of its subsidiaries. To further iterate and emphasize our point, here is where any frail IT infrastructure is most vulnerable and at great risk. It is at this particular juncture where we, MSG, Ltd consultancy, will provide you with the best available Enterprise Resource Planning (ERM) solutions product and services that will not only address your present needs today but also well into the future. We are your first and last line of defense, reducing unnecessary cost burdens in all aspects of operational chain management and finally, but yet more importantly, safely monitoring and eliminating potential security threats and concerns associated with storing, managing, and transmitting your data and information, substantially decreasing business object-oriented IT task responsibilities and correlating risks that are associated with them, to allow you to concentrate and focus more on what you do best: increase profit and marketability and expand your business safely and effectively on the global stage. b) Organizational Hierarchy and Communication Structural Design and Outlay ORGANIZATIONAL CHART Chairman & Chief Executive Officer Chief Chief Chief Financial CGO & Vice President Operating Information Officer Corporate & Corporate Officer Officer Secretary Counsel Director of SVP & Director Director of US Director of VP & Treasurer VP, Policy, Director of Global Banking of Security and Banking Information Government Human (Former Dir. Facility Technology and Corporate Resource Tamara Long) Services Affairs Management International Director of VP & Director SVP of Director of Risk Regional Data IT Security Corporate Management Branch Offices Processing Services Accounting (11) (Pamela Lawrence)
  • 7. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 7 Authorization synchronicity and synergy protocols diagramed between management organization structure and its standard operation procedures for electronic communication is ineffectual and must be restructured to optimize new IT infrastructure and communication network. We proposed under the new SOP policy that all lines of electronic communication between headquarters, regional headquarters, and branch offices be reconfigured and interfaced to provide immediate, real-time interconnectivity and open line availability, in accordance to new business model plan and IT infrastructure. Currently, there is substantial fragmentation and segregation of IT system direct linkage of computer network and electronic system that does not meet current global requirements and demands. The problem will be easily modified and resolved with a new enterprise resource management (ERM) system and business intelligence (BI) design that will combine every multitask operation and function for intranet and extranet linkage of all electronic communication and computerized system networks, connecting executive support systems (ESS), customer relationship management systems (CRM), and Decision Support Systems (DSS) structures for upper, middle, and lower management teams, administrative staff support services, vendor services, and clients and customers. A technical description and layout will be offered during the consultant’s new IT infrastructure presentation. c) Corporate Affairs and Public Relations SOP structure within the construct of IT infrastructure and business model In accordance to new standard operating procedure (SOP) policy, as an extension to section B an executive support system (ESS) will be assimilated and interfaced directly into the newly created organizational IT infrastructure for the company’s Corporate Affairs and Public Relations departments in New York and London offices and will serve as an exclusive interdependent liaison and a monitoring, control, and coordinating vehicle between executive leaders and their upper-level managers and regional governmental agencies. Electronic and computerized network systems will be fully linked and securely integrated, satisfactorily and in full compliance with local, state or province, and nationwide government ordinances and in strict accordance to regional office bylaws and company policy. d) Chain of Command and Authorization Protocol and Procedures in Current IT infrastructural environment To further elaborate on the topic regarding the chain of command and authorization protocol and procedure matrix, the current business model is discombobulated and does not clearly distinguish clear communication lines of authority within the entire organizational management structure. Approval and authorization autonomy and independence among rank and file is too decentralized and fractured and needs new close proximity structural base and centralization. No evidence of electronic and computerized system encryption uniformity and approval and authorization rules conformity that is consistently integrated within the existing IT infrastructure, including critical path security matters regarding maintenance and records applicability and rules procedure for IT and digital electronic device usernames and passwords. New rules of engagement integrating SOP authorization and approval protocol and procedures and the new IT network will be created to ameliorate overall efficiency and performance of new
  • 8. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 8 IT infrastructure and business intelligence model for all matters relating to authorization protocol, procedure, and policy. e) Corporate and regional branch office electronic communications and computer system interface and integration diagram US Corporate Headquarters International Branch Offices EC EC Network Network Current Databases Legacy IT Databases New York Network London Office Linkage Office Office Office Office Office CPUs Servers CPUs Servers Current IT Network Linkage Disconnected and Fragmented Database and EC IT Global Network and Non- Network - Portugal Uniformed Policy, Procedure, Office and System Protocol Controls Database and EC Network - Other Ten International Offices f) IT infrastructure communications design, integration, and compatibility methodology for Customers, Clients, and Vendors The current IT infrastructure intranet and extranet and Internet communication grid, ancillary and under the auspices of intra- and interdepartmental governing policy and procedures for headquarters in New York and London and all regional offices, is too ambiguous and insufficient to meet Transmission Control Protocol (TCP)/Internet Protocol (IP) and Transaction Processing Systems (TPS) requirements and demands for all internal and external employees, clients/customers, and vendors. Both enterprise applications and enterprise content management systems for business-to-business (B2B) and customer relationship management models and methodologies for business-to- customer (B2C) are highly incompatible and nonconforming to handle and support a global information technology operations network.
  • 9. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 9 The third/fourth generation IBM 4300 Series model mainframes in both New York and London offices and all other legacy computer systems in Portugal and the 10 other regional branch offices are outdated, obsolete, and unfit to handle and incompatible for a contemporary global IT network system that encompasses any number of rapidly changing global marketplace variables and fluctuations. Lead times needed to adequately respond and immediately resolve any pending issue are exacerbated by the delays caused by current antiquated electronic and IT systems, consequently compounded by a weak, porous, and incongruous, and, at times, undesirable enterprise resource planning (ERP) or business model. The newly proposed IT Infrastructure will not only significantly reduce lead time for the routine and non-routine processing of daily transactions effectively but lessen the amount of time needed to fully reconcile any number of employee relationship management (ERM), management-level system management, and customer relationship management (CRM) issues, as well. g) Reviewing IT model type and its utility within company’s business model Although the current legacy mainframe IBM 4300 Series computer’s limited data administration and management system capabilities - providing a scarcity of open source accessibility that is antithetical of today’s version of storage area network (SAN) for retrieval of data information for various decision-support systems (DSS) manipulations that are commonly used in data mining modeling and sophisticated information analytical processes - have served the company’s past intimated customer relationship management architecture with reasonable success, the proliferation of advanced technology in a convergence of a new globalization business norm is now demanding a reassessment of your current legacy IBM 4300 Series model migration capability and adaptability for standardized full integration and conformity with a new breed of enterprise management systems which are wielding paradoxically a simplistic and more sophisticated presence in today’s IT infrastructural design for a new global IT network system paradigm Furthermore, the absence of an IT network system backward chaining capability for necessary upgrades is highly inflexible and nonmalleable, having an extremely cost negative impact on return on investment. This is largely due to the global IT requirements for a more robust internal and external IT structural framework for structured query language (SQL), transaction processing systems (TPS), and transmission control protocol/Internet protocol (TCP/IP) compliance rules and conversion interfaces needed to alleviate high total cost of ownership (TCO), optimize total quality management (TQM), and, of course, maximize ROI. Moreover, the regional standalone computer systems are incompatible to the legacy IBM 4300 computers and too outmoded for conversion upgrades to be integrated into a modernized companywide IT infrastructure. Unfortunately, these systems fail to meet today’s global ERP/EMS standards and requirements; thus, ultimately will result in compromissorial outcomes and could jeopardize the financial position of the organization, resulting in decreased market share in the interim. h) IT application types, i.e. security, firewalls, admin. processing tools, etc. All security protection hardware and software applications and systems are decentralized and are absent of risk adverse sophistication and evasive protocol policy and procedure that are commonly and notably found in secure hypertext transfer protocol (S-HTTP), secure sockets layer (SSL) with an enhanced security policy that is clearly
  • 10. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 10 distinct and stipulates appropriate user authorization protocol and procedure for companywide intra- and extranet services and transactions for support administration staff, company decision makers, and in web-base internet services for clients/customers and company vendors. Referential integrity of current physical and intellectual property security systems are suspect and open to high risk threat exposure, both internally and externally, and must acquire drastic overhaul and upgrades to guard entire organization IT network system against malicious intrusions, computer hacking, and viral invasion to intranet, extranet, internet-based transaction processes, capital assets, internal and external IT systems Due to the historically autonomous and independent IT system construct and policy pretext of the company’s IT management system, sitting within context and confines of a more diversified, complex, and sophisticated global IT landscape, security parameters and measures must include the latest firewall protection schemes, encrypted language models, and alarms systems for both intellectual and physical properties, all integrated, monitored, and controlled on a centralized IT infrastructure platform and within a management control program (MCP) module, utilizing the coordinating facility of both on- and offsite central computer processing units (CPUs), servers, databases, database centers and warehouses, and internet and internet-based servers and modems. i) Centralized and decentralized internal and external IT database and application structures for computers and telecommunications Both intra- and interdepartmental computer and telecommunication databases and applications utility for all employees on every level of the organization structure is not properly interlinked nor interfaced for open communication, transmission of content and material, cross-functional integration of workflow activity, report analysis, and data and information reporting between offices and departments. The IT infrastructure is too abstract and lack in system automation and continuity to perform various non- collaborative and collaborative task assignments under SOPs in real-time. The omission of companywide encryption protocol and procedure, particularly in the situation where two separate binary computer operating systems are used to run the entire IT network, is dysfunctional and very undesirable. Although system designers and programmers are centralized in the two primary regional locations, New York and London and where primary technical assistance teams and help desks are housed, creating new software and hardware, programmable language in the form of structured query language, providing system conflict resolution for the company IT entire network, the systemic nature of this process that precipitated circumstances involving the loan crisis fails to meet modern and standardized computing requirements and functionality for the global marketplace. j) Electronic device operational systems and full integration patterns and grid  Outdated electronic devices and connectivity support structure and system interface  No evidence of single source relationships, functionalities or connections from a primary communications service provider  Lack of IT grid continuity in system pattern and connectivity
  • 11. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 11 k) Foreign entity system compatibility model and integration grid design and security model  Poorly design and nonfunctional, incompatible for internal and external IT security system matrix and infrastructure  Security system integrity is at high risk and susceptible and compromit to illegal activities from internal and foreign intrusion such malicious viral attacks, hacking, employee errors and omissions, internal and external property abuse and thief, etc  Insufficient compliance agreement stipulating preventive measures to deter and fort improper action, abuse, and utility of company IT resources, equipment, and facility l) IT educational training and professional development programs for all users insufficiencies  Human resource management model is not comprehensive enough and too outdated to properly facilitate and conform to contemporary and modern educational and training needs in a global context  No clear evidence of an updated version of a companywide employee conduct policy and instructional manual that is either written, established, or in place and for which is also consistent across the board to inform employees of IT office etiquette, procedure, and protocol on all three levels of management hierarchy – Executive (Top), Middle, Lower – and to which is accessible to support staff from a reference point that is an uniformed, centralized, and mobile helpdesk facility. Moreover, there is no evidence of incentive-driven performance programs and a clear outline illustrating the various metrics and benchmarks required to improve IT skill-set and overall job performance nor are there outside educational resources to enhance and improve IT knowledge base and skill-sets PHASE II: Consultant’s IT Solutions Network System Presentation a) Brief Product Overview and Description The main operating enterprise management operating system (ERM) will be provided Picom Software Solutions Systems, Ltd. of Toronto, Canada (http://www.picomsoft.com), a private software solutions company who specializes in providing to leading banking and financial institutions worldwide quality and secure state-of-the-art IT enterprise resource solutions and software-as-a-service (SaaS) enterprise systems. With regional headquarters stationed in Ontario, Canada and Herzeliya, Israel, serving both North America, Europe, and the Middle East, this small but highly reputable international private firm has for several years offered their expertise in Enterprise Resource/Record Management (ERM) and Customer/Content Relationship Management (CRM), providing the best in customized ERM process systems that are exclusively designed from their own research and development facility. Because of their unique position of offering customized and specialized IT products and services to a select group of high-profile clients in two primary industrial sectors, insurance and banking, this professional disposition gives the company the type of ERM and CRM leverage necessary for providing IT solutions systems that are flexible and conversion-oriented enough for full IT integration conformity, interface compatibility, and fixed implementation or complimentary component scalability for both
  • 12. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 12 backward and forward chaining processes and protocols for all of their clients existing legacy computer systems, electronic communication and telecommunication system device, and IT application needs. In addition, this personalized client strategy is performance-focused and customer-centric in every way, creating a climate that is suitable and very agreeable for businesses who treasure a more professionally intimate level of service (LOS) relationship with their valued customers and clients. Picom solutions systems consolidates logistically and systematically data and information from every multiple source application and database of a company’s entire existing legacy and limited modernized IT network into a user-friendly and efficient operational workflow tool conducive to the symbiotic relationship demands of an employee relationship management (ERM) and an enterprise application framework for support services administration and staff, a functionally reliable and secured, effective access-integrated platform for clients and vendors in a customer-decision-support systems (CDSS) environment, and a highly competent decision-making support model and methodology for Executive Support System (ESS) utility for forward-progressive facilitation and critical path content analysis, vision and goal assessment, re-assessment, and evaluation discussion, interaction, project plan development and execution for a contemporary global IT network. Although there are a small but influential number of stakeholders invested in the success of Picom, the company nonetheless has a very impressive list of sustaining business and technology partnership relationships with the following international organizations: Hewlett-Packard (http://www.hp.com), Oracle (http://www.oracle.com), BEA, Sun Microsystems, Red Hat. Each of these partnerships provide the financial support and IT database, application, security, and electronic communication tools and devices to effectively meet the intense and increasing demands of a global IT community. The following sections (b-g) contain our IT proposal in design, components, and implementation: b) Information Technology Computer Systems, Applications, and Tools Consultant’s Proposal for IT Integrated Computer and Electronic Communication Infrastructure Network Vendor Diagram For New York and London Offices (
  • 13. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 13 Diagram and logo provided by Picom Software Systems, Ltd., Copyright Reserved Regional and Local Offices Hardware Systems: Central Databases, Database Warehouses, Servers, Binary Central Processing Units (CPUs), Modems and Transistors, and Other Microprocessors The company is in an excellent logistical global position with two main office hubs located in New York and London, and due to this geographical outlay, we recommend, in accordance to the diagram indicated above, that our proposed IT Oracle database grid should be replicated from the New York office design and provided in a similar format for the London office. The technical term to describe this type of structure is called “Distributed Databases.” All configurations, functionalities, features, and processes are essentially the same and will follow a uniformed standard operation procedure policy (SOP) and protocol. The Oracle distributed databases are designed and developed into two segmented identical IT DB systems: One is called a ‘Partitioned database” and the other is labeled “duplicate database.” Each of the unit systems is configured with identical central database warehouses, designed and developed exclusively by Oracle, capturing and storing the same exact historical and current raw data and information for the entire company and all of its activities. Each repository (Oracle’s central database) containing your company’s raw data and information, indicated in the Picom diagram illustration above, feeds into a centralize client/end-user Picom Extensible Markup Language (XML) server with American Standard Code for Information Interchange (ASCII), Hypertext Markup Language (HTML), and other language conversion capabilities that are constructed on various multinational corporate platform agents for Hewlett Packard UX 11i, Sun Solaris, IBM AIX, Microsoft Windows, and Linux, and external task agents and Application Programming Interfaces (API) such as Oracle reports, business objects (or object-oriented programming) notably found in BusinessObjects’ Crystal reports, and external portal servers like Microsoft SharePoint, which processes and transmits raw data and information to points of entry for each and every network user of your company.
  • 14. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 14 In addition to Oracle’s mainframe databases, all offices - both regional and branch - will use a single relationship database management resource for desktop systems called Microsoft Access that will address and resolve current primary concerns regarding sufficient data storage capacity and transmission speed, easy accessible entry points for the retrieval of data information, user-friendly tools and applications to permit historical and real-time manipulative actions to create table charts, graphs, and reports to the user’s specification such as sorting tables according to multiple key signatures and identifiers like account name or number, locations such as city, region, state, country, continent, region, headquarters, and branch offices, and other similarly-related locales, and import and export compatibility mode for the entire network operating system (NOS) in the form of standard intra- and extranet e-mail, e-faxes, or PDF formats and for smooth integration to other desktop applications like Excel spreadsheets, all centralized and interconnected companywide into your newly-constructed enterprise solutions systems network. A Diagram Example of Distributed Databases Concept and Design [Hart, 2010] Diagram provided by Christopher Hart, Copyright Reserved © 2010 c) IT System Communication Service Providers  The company’s sole provider of both hard-line and wireless network communications will be Verizon Communications, Inc (http://www.verizonbusiness.com), serving New York and London regional offices, Portugal, and the 10 other branch offices, due in large part to the telecommunication company enormous global coverage, particularly in the United States, Europe, Middle East, and Asia  Minor broadband providers will include Portugal Telecommunications (http://www.telecom.pt) and T-Mobile (http://www.t-mobile.com), servicing Portugal, London, and parts of Europe, Middle East, and Asia  To maintain continuity between companywide issued electronic handheld mobile devices and laptops, we recommend Windows Mobile (http://www.microsoft.com/windowsmobile), using Access Netfront IP Phone
  • 15. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 15 (http://www.access-company.com/products/mobile_solutions/) technology on an Access Linux Platform, as the standard mobile phone equipment d) Exterior and Interior Computer and Electronic Communication Grid Realignment of Structural Materials for all Corporate Offices and all Branch Subsidiaries Desktops and Workstation Equipment, Applications, Electronic Communication and Electronic Digital Devices, and Printers Executives and Top-Tiered Managers Desktop Servers, Monitors, and Keyboards Regional offices in New York and London will use a computer and electronic communication floor plan and office grid design that are more conducive to management support structures for both Executive Support (ESS) and Decision-Making Support (DSS) workstation systems. Each executive workstation/portal will house and be supported by a Hewlett Packard (Original Equipment Manufacturer or OEM) Parallel Workstation 4.0 Extreme, offering first-mover innovative Intel 3D virtualization support technology to assist management executives, mid to lower-level managers, and information technology end-users to create virtual 3D multi-task modeling platforms in Linux to aid them with their decision-making processes and an assortment of business and workflow-related activities. Every individual ESS workstation will be set up to provide dashboards, menus, communications, and graphics to be used for internal data like TPS/MIS data, financial data, office systems, modeling and analysis and external data such as Dow Jones, Standard & Poor, and Internet news feeds, viewed on high-performance HP LP2475w 24-inch Widescreeen LCD Monitor and typed and clicked on HP USB Keyboard and Mouse Bundle. A virtual machine (VM) technology will enable the user to create various user- specific virtual environments; using direct connections to Nvidia technology cards to better enhance single use or facilitate simultaneous collaborative efforts internally within the management structure and to seamlessly transpose 3D graphical data from internal and external sources into virtual reality formats. Some of the key features that will accelerate and optimize work performance are Parallel Fastlane Architecture with support for Intel VT-d for direct access to graphic and network cards for virtual environments, Adaptive Hypervisor, up to 16-way virtual symmetric multiprocessing (SMP) - a scalable cabinet design containing multiple CPUs sharing the same memory, up to 64GB RAM for each VM, up to 2TB of virtual hard disk, Display Manager with Multi-Monitor support, Parallel Tools with support for selected Nvidia Quadro graphic cards, Scalable Link Interface Multi-Operating Systems (SLI-MOS), Support 64-bit Guest OSs and Primary OSs. Portable connections are also provided for mobile units such as handheld devices and laptops. Another unique feature of the Extreme workstation is what’s termed the “Parallel Transporter Migration Tool,” an application that duplicate VM data to create a clone VM which can be use for other Parallels desktops. As you can clearly see the HP Parallel Workstation 4.0 Extreme is ideal and offers many utilities and functionalities for decision-makers. In addition, with a well-
  • 16. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 16 established operating systems support structure consisting of Windows XP SP2 64-bit and Windows Vista SP1 64-bit for both primary and guest OSs, Linux RHEL 5.3 64-bit for Primary OSs and Linux RHEL 4.7 & 5.3 64-bit and Fedora 10 64-bit for Guest OSs, the Portugal office and all other 10 international branches will have a similar, but yet, scaled-down version of Extreme 4.0 facility and capability. This IT OS is a key component that is missing from the current IT architectural design model, an infrastructural plan for which lacked consistency in connectivity, accessibility, practical functionality, and speed. For some lower-level managers and all administrative support staff employees at all locations will be provided with the latest in computer, electronic, and electronic digital equipment to be freely integrated into the new IT infrastructure. Since Picom IT banking solutions products and services are designed and run by two of the world’s foremost and leading OEM companies, HP and Oracle, who are well-regarded as purveyors of the most advanced and flexible IT operating systems in the global marketplace today, we recommend their line of desktop hardware, tools and applications for lower-level managers and administrative staff support groups. The following is a breakdown of enterprise service (ESM) and customer relationship management (CRM) desktop systems/user interface pairings for all non-executives, some upper-, middle-, and lower- level managers, and all exempt and non-exempt support staff employees: Employee Desktop Servers, Monitors, and Keyboards 1. For all non-exempt administrative staff members, the Hewlett Packard’s Compaq 500B Microtower PC, housing an Intel® Pentium® Dual-Core processor that includes Windows XP Professional OS, is a low cost workhorse among the banking industry for day-to-day routine activities like quick, accessible retrieval of customer standard data and information for verification and confirmation purposes, data entry using simple desktop applications and databases like Microsoft Excel, Word, Office Communicator integrated with Outlook e-mail app with VoIP, SharePoint, light, Access, and Oracle, just to name a few 2. The HP Pro 3005 Microtower PC, with an AMD Anthlon X2 Processor that contains a 320GB hard drive along with 2GB of standard memory (SDRAM) and includes Windows 7 Professional 64 OS, is a more than reputable and reliable PC to handle low-level management demands and all of the various multi-purpose functions performed by upper-tiered administrative support. In addition to the standard OS features found in the Compaq 500B Microtower PC, the HP Pro 2005 also includes Backup and Recovery Manager plus Redundancy Array of Independent (or Inexpensive) Disks (RAID) 1.0 data mirroring capability as well for users who are processing complex and sensitive tasks 3. Employees will be able to view their work on HP LE1901w 19-inch Widescreen LCD Monitors 4. All employees will use HP USB Keyboard and Mouse Bundle
  • 17. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 17 Information Technology Department Servers, Applications, and Tools 1. Both New York and London offices will have regional on-site IT departments using Oracle’s Sun Blade T6340 Servers 2. For each of the 11 branches, including Portugal’s, a licensed, certified IT professional will be assigned an on-site workstation for problem solving and maintaining technical management collaboration with both main regional offices in New York and London. These branches will run on Oracle’s Sun x86 Servers with optimal scalability and certified to run on Oracle Enterprise, Oracle Linux, Oracle VM, Red Hat Enterprise Linux, SUSE Linux Enterprise, Windows Servers, and VMware 3. IT applications and tools used by all IT professionals for regional and branch offices to help executives, managers, and employees improve workflow efficiency and overall job performance and to address risk exposure and threat intrusion are Oracle’s Enterprise Performance Management and Business Intelligence, Reveleus Corporate Credit Risk, and CRM On Demand, all under the complete applications design model and integrated IT management strategy of Oracle’s Enterprise Manager 11g Solutions systems Customer Branch Self-Service Workstation Customers who are performing a number of in-person point-of -transaction and account enquiry banking activities at self-service stations that are located in all 11 branch offices will be able to do so easily by using the latest advancement in touch- screen technology and application that is found in HP Compaq 5009tm 15-inch LCD Touchscreen Monitor. e) Service-Oriented Security (SOS) Implementation and Integration Strategy for Complete Design Interface and Connectivity to Existing Business System Model Database Security Architecture and Design Solution Systems Built on Oracle’s service-oriented-architecture (SOA) security system called Oracle Database 11g Security and Compliance, Picom Solutions Systems gives you security protection for all of your database needs via transparent data encryption, for effective monitoring and control of data information and activity, and for securitized configurations. The system also conforms and uses secure sockets layer (SSL) cryptographic technology to allow safe transmission of data and information and other forms of communication over the Internet. Each regional and branch office local area network (LAN) system will be provided with additional IT infrastructure security support using HP’s low-cost, high-performance security solutions product called ProCurve Adaptive Network Solutions, comprising Power over the Ethernet (PoE) security and convergence capability switches – ProCurve 5412zl in a redundant configuration, ProCurve 5406zl, and ProCurve 3500yl series – to meet uniformity requirements of VoIP and to establish data recovery warehousing. A secondary premier SOA security system application, specifically designed to detect fraudulent
  • 18. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 18 activities via the Internet, included in the overall security scheme of the company’s IT network community, that will be provided by Detica NetReveal (http://www.deticanetreveal.com) is called Detica TxtReveal technology, utilizing Java Platform to Enterprise Edition (J2EE) open architecture solution web-based technology, a product standard pioneered by Sun Microsystems, for easy application developing and deployment, primarily via application programming interfaces (APIs). Desktop, Server, and Mobile Security Architecture and Design Solution Systems Under the OS framework of Oracle Database 11g Enterprise Management Edition, Oracle® Advanced Security is the best security solutions system for all of your company’s IT security needs. Furthermore, all desktop computer systems will be greatly protected by Oracle’s Sun Secure Desktop Global Software that is currently the leading global security software application in the banking, financial services industry. f) New Product IT infrastructural Design Model Overview Recapitulation All of the components of the new IT enterprise system aforementioned in Phase II of this section will address critical IT infrastructural issues and resolutions accordingly: 1. The lack of oversight and foresight in corporate affairs, or public relations, internally and with the various governmental agencies, information technology, and risk management expose the weaknesses in the company’s overall IT infrastructure network, which resulted in the company’s failure to adequately and successfully monitor its lending practices in a real-time environment. Our IT system framework not only will ensure consistency in connectivity among all offices in real time, but will also serve more than a comprehensively sufficient platform for all key parties involved with any issue to access and retrieve the required data and information for report analysis, discussion, and conferencing among distant parties in real time and in accordance to user preference, i.e. alphabetical recordkeeping according to regional office, client, or a combination of both or other input variations, to manipulate the desired data and information in a virtual environment through ESS dashboard technology, creating the scenarios that will help aid and facilitate effective decision making, and allow that data and information to be safely transmitted to any office quickly in protected formats in the form of SQL, VoIP, TCP/IP, TPS through a wide selections of unified communication vehicles and telecommunication systems like T- lines, Wi-Fi, Internet, etc., that is replicated and reciprocated in original form to mitigate confusion and help render expedient resolve. 2. Because of interlinked database, server, and telecommunication connections with all offices, using uniformed and real-time protocols and procedures, lending practices and procedures can now be protected better against redundancy and activity abuses from clients, providing workable cross-reference interlocking networks between all offices to ensure the solid system integrity of all internal and external activities of the business operation. Each office can quickly verify and confirm any number of business processes and customer activities at the touch of a button or click of a mouse.
  • 19. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 19 3. The task of scheduling managers and executives to meet at designated locations on a weekly, monthly, semi-annual, or yearly basis for the various business conferences and inter-office prove to be one of the more difficult activities incurred by your company. The Oracle Beehive videoconferencing solution system will provide a live person-to-person, location-to-location broadcast connectivity that will significantly reduce cost effectively and be a substantial beneficial asset for your company decision makers to quickly address non-routine strategic planning concerns or more pressing issues of daily activities comparable to the one experienced during the lending crisis. In consideration of the disproportional financial position of each branch location, those offices who may find this investment to be rather substantial to meet their particular need, another option that will provide live, real-time connectivity through videoconferencing for those branch offices can be attained by way of mounted desktop cameras that are installed and embedded on the bezel of each employee’s monitor (included as part of the workstation package) or the provision of HP L3065 30-inch Widescreen LCD monitor unit that is ideal and can be configured for videoconferencing for peer-to-peer or small to medium group activity meeting settings. g) Human Resource Management: New IT Educational Training and Development Because our new IT infrastructure, once fully installed and activated for operational use, will easily automate your business processes and thus requiring less raw programming and application design, the majority of the maintenance and upgrades for the proposed enterprise IT solution system will still need onsite qualified and certified DB, server, application, and security IT programmers, analysts, and technicians to ensure sustaining servicing and periodic testing of equipment, hardware and software programs and applications, and all electrical components and correlating interface connections to maintain a positive perpetual flow of business operations at all times. These individuals, along with all other end-users, i.e. executives, managers, support staff administrators, etc., will be taught and trained in IT and network operating systems (NOS) policy, procedure, and systems protocols for LAN, MAN, WAN, and universal telecommunications and wireless communications under common and ubiquitous domestic and foreign governing rules, standards, and regulations like Internet address identifiers such as transmission control protocol/Internet Protocol (TCP/IP) and IPv6 (an addendum to TCP/IP), Internet messaging services (i.e. e-mail, text messaging, discussion and chat rooms, etc.) provided by standard Telnet, File Transfer Protocol (FTP), and the World Wide Web, packet switching technology such as Voice over Internet Protocol (VoIP), secure and encrypted communication networks like virtual private networks (VPNs), access webpage and interface points like Hypertext Transfer Protocol (HTTP), uniform resource locator (URL), and web-based content and context formatting interfaces such as Hypertext Mark-up Language (HTML) and Extensible Mark-up Language (XML), and finally, wireless communication standardized technology such as third-generation or 3G networks, wireless fidelity (Wi-Fi), 802.15 wireless standard in the form of Bluetooth technology, using personal-area networks (PANs), Institute of Electrical and Electronic Engineers (IEEE) wireless communication standard known as 802.16 Worldwide Interoperability for Microwave Access (WiMax), all of these governing
  • 20. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 20 knowledge utilities learned in accordance to their specific job specification and current IT acumen. The director of human resource, AIB’s CFO, CIO, DOI, key personnel within each regional and branch information technology department via teleconferencing, a service for which we will provide links that will become a part of the test pilot program and final implementation, will team together with MSG and Picom’s consultants and professionals to create an agenda to discuss initiatives and informally draft an outline to set user interface policy, protocol, and procedure in place for the entire new IT network infrastructure, later create the necessary action plans for educational and operational training of new systems and future modifications and upgrades, and to draft a cost assessment outline that is associated with new training and educational procedures. Once these crucial areas have been determined, they will be recorded, written, and distributed by Dir. of HR and his or her managerial staff in a living IT systems manual for each office resource center or onsite library in book form and digital format. As mentioned before in section 2 under Information Technology Department Servers, Applications, and Tools, each office will have one designated IT systems professional and a team of system administrators and technicians (proportionate to size of office) to be on-hand IT facilitators and crisis resolution experts and response team, providing a quick and immediate reference point for all employees with various IT concerns and needs, utilizing direct and open lines of communication via Internet, wireless communication, etc. to the designated onsite IT professional at every other location. This internal IT function and service will be ancillary to the overall restructuring effort for the new IT network in functionality and operational processes to better solidify continuity and consistency throughout the new framework that will undoubtedly improve workflow efficiency, create a more reliable and credible sense of transparent uniformity in open source communication mediums, crisis resolution discussions, and data and information integrity when data and information is being retrieved and reported from, manipulated and analyzed by, and disseminated and distributed to various interdepartmental sources on a companywide basis. This automation and connectivity is the most obvious contentious concern for your company decision makers and the major difference in proper IT functionality and efficiency between the existing IT infrastructural model and our proposed one. PHASE III: Project Management Workflow Schedule for Pilot Test Program and Full System Activation and Pre- and Post-Op Services Please refer to appendage no. 1 for detailed sample description of Resource Input. Please refer to appendage no. 1A for detailed sample description of Workflow Schedule. Please refer to appendage no. 2 for detailed sample description of 2011-2012 Activity Schedule. PHASE IV: Final Contract and Service Level Agreement (SLA) Discussion Please refer to appendage no. 2A for detailed sample description of Service Level Agreement (SLA) Outline provided by KnowledgeLeader (http://www.knowledgeleader.com) PHASE V: Final Wrap-Up Q & A Session and Closing Comments
  • 21. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 21 Source Citations: Literary Sources: Chong, R. F., Wang, X., Dang, M., & Snow, D. R. (2008). Understanding DB2: Learning visually with examples. Upper Saddle River, NJ: IBM Press Pearson, Plc. Christensen, M. J. & Thayer, R. H. (2001). The project manager’s guide to software engineering’s best practices. Los Alamitos, CA: IEEE Computer Society. Cole, Dr. E., Krutz, Dr. R., & Conley, J. W. (2005). Network Security Bible. Indianapolis, IN: Wiley Publisher, Inc. Francis, Arthur (1986). New Technology at Work. New York: Oxford University Press. Maiwald, E. & Sieglein, W. (2002). Security Planning & Disaster Recovery. New York: McGraw-Hill/Osborne. Morrison, J. & Morrison, M. (2003). Guide to Oracle9i. Boston, MA: Course Technology. Olsson, Anders (2003), Understanding Changing Telecommunications – Building a Successful Telecom Business. Hoboken, NJ: John Wiley & Sons, Ltd. Sauvant, K.P. (1986). International Transaction in Services: The Politics of Transborder Data Flows. Boulder, CO: Westview Press Shy, Oz (2001). The Economics of Network Industries. New York: Cambridge University Press. Tardugno, A.F., DiPasquale, T.R., & Matthew, R.E. (2000). IT Services: Costs, Metrics, Benchmarking and Marketing. Upper Saddle River, NJ: Prentice Hall PTR Tudor, J. K. (2001). Information Security Architecture: An integrated approach to security in the organization. London: Auerbach. Young, George (1985). Venture Capital in High Tech Companies: The Electronic Industry in Perspective. London: F. Pinter. Web Sources: Hart, C. (2010). Bulletproof Technology: Resilient Network Infrastructure. Retrieved July 2, 2010, from http://christopher-hart.com/blog/ Parallels® (1999-2010). Parallel Workstation 4.0 Extreme. Retrieved June 10, 2010, from http://www.parallels.com/products/extreme Picom Software Systems® (2010). Picom Software Systems. Retrieved June 10, 2010, from http://www.picomsoft.com/index.html
  • 22. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 22 Appendages: 1. (Tardugno, 2000) Consultant's 2010 Proposal Resource and Workflow Schedule for Installation and Pre- and Post-Service Sche dule or On Dem Offer Skill UO Service and ed Set Freq M Cost management S Level of service management S Project management O/D 1A. (Tardugno, 2000) T Cle o Sche rk Mgr t dule SA OSA Eff Ntwk Effo a or Effor Effor DBA ort Spec rt l On Freq t t Effort Hrs Effort Total Hrs/ M Dem (per Hrs/ Total Hrs/ Total Hrs/U Total /UO Total Hrs/U Ntwk UO g Service and Yr) UOM UOM SA UOM OSA OM DBA M Clerk OM Spec M r Server monitoring and corrective action O/D 365 Days 1.5 547.5 0 0 0 0 0 Connectivity from outside servers alive and well Disk Drive capacity with defined limits Network connectivity alive and well Paging software active No runaway processes Memory utilization within defined limits Ensure all databases active after backup process Detect problems or bottlenecks Analyze performance compared to capacity Provide tier II level service support Troubleshoot database problems Software Event Monitoring .
  • 23. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 23 System Default Detection Disk Fault Detection Print Services O/D 260 Days 2 520 0 0 0 0 0 Troubleshooting in the decentralized environment Black box hookups Software installation/configurat ion on new printers File server management of print queues Provide spooling services (software configuration, re- ordering queues to print more critical jobs first) Provide secured printing capability where needed for confidential printing Resolve printing problems Network Management S 260 Days 0 0 0 0 1 260 0 Analysis of network impacts based on new adds and changes O/D 21 server 0 0 0 0 24 504 0 Maintain a network topology drawing Manage new installations/connects to network Control the granting and revoking of modern access from outside Provide naming services resolution Add, remove, update a domain Total Effort Hours 1068 0 0 0 764 0 2. (Tardugno, 2000) Consultant's 2011-2012 Proposal Activity Schedule for Installation and Pre- and Post-Service 2011 2012 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 Project Activity Planning Management Requirements .
  • 24. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 24 Prototyping Conference Management Functional Design Design Review 1 Detail Design Design Review 2 Quality Assurance Coding Reuse Acquisition Code Inspection Unit Test Functional Test System Test Pilot Field Test (New York and London) User Document Document review Pilot Test, Review, and Acceptance Ticket for Go Live Installation 2A. Service Level Agreement (SLA) Sample Template Version X.0 (insert date) (Insert language specifying the appropriate use and distribution of the document.) Document Revision History Date Author Revision Description .
  • 25. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 25 Approvals Date Name Title Embedded signature/email Table of Contents 1.1 Audience 25 1.2 Purpose 25 1.3 Assumptions 25 1.4 Contacts 25 2.1 File Formats 25 2.2 File Delivery Expectations 25 2.3 Escalation Actions 26 2.4 <Application> Escalation Resources 26 2.5 Service Hours for Problem Resolution 26 2.6 <Application> File Development 26 Appendix A. <Application> Contact Information 26 Appendix B. Definitions 26 Scope (insert information describing the scope of the document) Audience (insert information describing the appropriate audience for the document) Purpose (insert information describing the purpose of the document) Assumptions (insert information describing the assumptions associated with the document) Contacts (insert information describing the contacts associated with the document). See Appendix A for additional contact details. Service Details File Formats (insert information describing the file formats required by the document) File Delivery Expectations (<Application> agrees to meet the delivery standards listed here) Arrives at Expected Transport Method Company File Type Frequency/Minimum (FTP/ X no later Frequency Manual File Drop) than: .
  • 26. IT SOLUTIONS PROPOSAL FOR AMERICAN INTERNATIONAL BANK 26 Arrives at Expected Transport Method Company File Type Frequency/Minimum (FTP/ X no later Frequency Manual File Drop) than: Escalation Actions (insert information describing the escalation actions required by this document) <Application> Escalation Resources (insert information describing the escalation resources required by this document) Service Hours for Problem Resolution (insert information describing the service hours available to resolve problems) <Application> File Development (insert information describing the file development process required by this document) Contact Information Name Role Office Phone Mobile Phone Definitions Term Acronym Definition .