EXHIBIT 99.234
RESPONSE TO REQUEST FOR INFORMATION
FOR REPLACEMENT OF EXISTING
SETTLEMENT SOFTWARE
FOR
CALIFORNIA POWER EXCHANGE
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CORPORATION
BY
[PEROT SYSTEMS LOGO]
[CHALLENGE CONVENTIONAL THINKING LOGO]
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Copyright 1998
In a perfect world...
needs of customers are always understood, behavior of competitors is
always predictable, business and technology investments always deliver.
Nevertheless, it is hardly a perfect world; it is an unforgiving, unpredictable,
competitive world. One where success is never final.
At Perot Systems the deals may differ, the scope of our responsibility may
differ from client to client - but two characteristics are always represented.
In a sense, they are our hallmark.
The first has to do with three small words, as in "Perot Systems did
everything they said they were going to do-AND THEN SOME." No contract can
be written in this era that can precisely define all that we need to do for a
client. Yes we do what we say we'll do, but we always endeavor to go beyond.
That's what our clients have come to expect from us.
The second characteristic of critical importance is that our interests
align with our clients' and that together we continually calibrate the alignment
as opportunities, changes and competitive pressures dictate. When alignment is
missing, even the best conceived business combination could fail.
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(C)Copyright 1998
Response to RFI
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STATEMENT OF CONFIDENTIALITY..................................................1
NATURE OF THIS DOCUMENT..................................................1
EXECUTIVE SUMMARY.............................................................2
California Power Exchange's Requirement..................................2
Perot Systems Response...................................................2
Point of Contact.........................................................2
PEROT SYSTEMS - FACT SHEET....................................................3
PS PROPOSITION: OPTION 1......................................................5
OUR APPROACH:............................................................5
PRINCIPAL DIFFERENTIATORS:...............................................5
VALUE PROPOSITION:.......................................................6
PRICING:.................................................................6
SPECIAL FEATURES:........................................................7
TECHNICAL SOLUTION:......................................................7
REFERENCES/RESUMES:......................................................7
OPTION 2......................................................................8
APPROACH:................................................................8
PRINCIPAL DIFFERENTIATORS:...............................................8
VALUE PROPOSITION:.......................................................6
TECHNICAL SOLUTION:......................................................9
PRICING:................................................................ 9
SPECIAL FEATURES........................................................ 9
REFERENCES AND RESUMES..................................................10
OPTION 3:....................................................................11
APPROACH:...............................................................11
PRINCIPAL DIFFERENTIATORS:..............................................11
VALUE PROPOSITION:.......................................................6
TECHNICAL SOLUTION:......................................................9
PRICING:.................................................................9
SPECIAL FEATURES.........................................................9
SOFTWARE SERVICES - PEROT SYSTEMS............................................14
EUROPCAR................................................................14
NATIONAL CAR RENTAL.................................................... 16
TENET HEALTHCARE........................................................18
PEROT SYSTEMS CORPORATION...............................................19
PSC ORGANIZATIONAL EXPERIENCE - SUMMARY......................................22
SOFTWARE SERVICES - HPS......................................................28
LEADING INVESTMENT BANK.................................................28
EAST MIDLANDS ELECTRICITY...............................................29
M&G30
AT&T....................................................................32
TELEKOM MALAYSIA........................................................33
INTERNATIONAL CLEARING HOUSE............................................35
HPS ORGANIZATIONAL EXPERIENCES - SUMMARY.....................................36
[CONFIDENTIAL]
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STATEMENT OF CONFIDENTIALITY
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Please note that this document is of a proprietary and confidential nature. It
is submitted on condition that the recipient will keep this document, and all
information contained herein, confidential and will use it exclusively for
recipient's own internal business evaluation purposes. The recipient of this
document agrees to inform its present and future employees, who receive or have
access to this document or the information contained herein, of the confidential
nature thereof. The recipient also agrees to instruct each employee that he/she
should not disclose any information concerning this document to others except to
the extent that such matters are generally known to, and are available for use
by, the public. The recipient of this document agrees that it will not duplicate
or permit others to duplicate any material contained hereunder except for its
own internal use.
NATURE OF THIS DOCUMENT
All information contained in this document is indicative only. Perot Systems
Corporation shall have no liability of whatsoever nature to any person in
respect of this document or any of the contents hereof. Nothing in this document
shall constitute an offer capable of acceptance or create or be deemed to create
any legally binding obligation.
[CONFIDENTIAL]
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EXECUTIVE SUMMARY
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Perot Systems Europe Corporation is pleased to submit this response to the
Request for Information ("RFI") issued by California Power Exchange (CPX) for
the redevelopment and replacement of its existing settlement system.
CALIFORNIA POWER EXCHANGE'S REQUIREMENT
California Power Exchange runs . . . .
PEROT SYSTEMS RESPONSE . . . .
Summary may be in tabular format
POINT OF CONTACT
Queries on the RFP response should be directed for the attention of . . . at the
following address:
Perot Systems Corporation
12377, Merit Drive, Suite 1100, Dallas, TX 75251.
Telephone
Facsimile
Email
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PEROT SYSTEMS - FACT SHEET
1. Perot Systems is a privately owned information technology services company
that partners with clients to support their strategic efforts in business
reengineering, change management, systems integration, software development
and maintenance and telecommunications engineering and operations.
2. Founded in June 1988 by Ross Perot and eight of his business associates.
3. Perot Systems, headquartered in Dallas, has more than 5,600 employees
worldwide.
4. The company entered the European market in 1990, and today, is rapidly
expanding its business in Europe and Asia.
5. Its major clients are industry leaders in the financial services,
healthcare, energy, travel and leisure, telecommunications, manufacturing
and insurance industries.
Some of these clients include:
o Swiss Bank Corporation (third-largest bank in Switzerland) NationsBank
(second-largest bank in the US)
o Europcar (Europe's largest rental car agency)
o Tenet Healthcare (second-largest healthcare provider in the United
States)
o Thrifty Car Rental (The reservations interface of the site was
pioneered by Perot Systems Corporation)
6. Perot Systems is among the first computer facilities management companies
to be ISO 9001 quality standard certified.
7. The company had approximately $350 million in 1995 annual revenues and a
backlog of more than $1.5 billion in future contracted business. Revenues
in 1996 were approximately $600 million.
8. In January 1996, Perot Systems signed a strategic information technology
alliance with Swiss Bank Corporation of Basel, Switzerland, significantly
increasing the company's global and financial presence.
9. In 1996 and 1997, Perot Systems strengthened its core competencies by
entering into the following mergers and acquisitions:
o Stamos Associates Inc. (a 30 member healthcare consulting firm)
o Icarus Consulting (management consulting firm that serves travel and
transportation industries in Europe)
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o Syllogic (leading technology company that specializes in systems
management, data warehousing and data mining and services, 125
employees)
o Western Pacific Airlines (a 5 year strategic services alliance)
o Swissair (Swiss National Airline)
o Benton International (consulting organization, expertise in
electronic commerce)
o HCL - known as HPS (a joint venture with HCL Corporation, India's
largest information technology group for offshore and onsite software
development)
o Rothwell International (Houston-based object-oriented application
development firm, a Perot Systems subsidiary)
o The Technical Resource Connection - TRC (provider of distributed
object-oriented consulting services, a Perot Systems subsidiary)
o Doblin Group (strategic design planning firm and pioneer in "user
centered" strategy. Doblin keeps name, but is a Perot Systems
subsidiary)
o Commsys (vendor of customized telecommunications billing software and
services, a Perot Systems subsidiary)
[CONFIDENTIAL]
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PS PROPOSITION: OPTION 1
PEROT SYSTEMS TO PROVIDE CONSULTING SERVICES TO THE PX TO DEVELOP THE NEW
SETTLEMENTS SOFTWARE IN-HOUSE.
OUR APPROACH:
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Perot Systems will provide expert consultants to the PX on Time and Material
(T&M) basis. The PX will select these experts to help it define, specify,
design, develop, test, and integrate and deploy its Settlements software as
well as perform documentation and training for the new software. Perot Systems
will also make available, as needed and on T&M basis, software development
professional to assist with the PX in-house development. Perot Systems experts
available to the PX for Settlements under this option are:
o Energy business experts
o Financial Settlements experts
o IT project managers
o Database Administrators
o Database applications developers
o Web experts
o Applications programmers
PRINCIPAL DIFFERENTIATORS:
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o Knowledge of financial Settlements in many partner and client
financial institutions
o Knowledge of UK energy market Settlements through our involvement at
the East Midland electricity (EME) - third largest Regional
Electricity Company in the UK
o Deep knowledge of California energy market, California ISO and
California PX
o Deep knowledge of PX business protocols and systems
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o Knowledge of the PX Settlements system
o Existing effective and smooth working relationship with the PX
VALUE PROPOSITION:
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The PX will have the flexibility to develop its Settlements software in a
timely and efficient manner.
PRICING:
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The PX will decide on the number of Perot Systems associates that will be
engaged at the PX to provide consulting on the development of the PX
Settlements software. The PX will be fully responsible for the project schedule
and quality. The PX will pay Perot Systems special PX rates for each associate
engaged in this development project. The special PX rates are dependent on the
overall size of the Perot Systems engagement at the PX. The following table is
an indicative range of prices for these functional and technical experts.
<Table>
<Caption>
AREA OF EXPERTISE MONTHLY PRICE RANGE
----------------- -------------------
Energy business experts $30,000 - $40,000
Financial Settlements experts $30,000 - $40,000
IT project managers $20,000 - $30,000
Database Administrators $20,000 - $30,000
Database applications developers $20,000 - $30,000
Web experts $20,000 - $30,000
Applications programmers $15,000 - $25,000
</Table>
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SPECIAL FEATURES:
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Perot Systems will be interested to discuss this consulting activity as part of
a larger business consulting and applications development work that will be
beneficial for both organizations.
TECHNICAL SOLUTION:
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Perot Systems will participate in the design of the technical solution led by
the PX.
REFERENCES/RESUMES:
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[names of financial institutions, EME, ISO, etc.]
Sample resumes of some of our Principal domain and functional experts are
attached in appendix 1.
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OPTION 2
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PEROT SYSTEMS TO DESIGN, DEVELOP AND DEPLOY THE PX NEW SETTLEMENTS SOFTWARE PER
PX SPECIFICATIONS
APPROACH:
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Perot Systems will develop the new PX Settlements Software per PX
specifications and protocols using the system architecture presented in the
Technical Solution described below.
PRINCIPAL DIFFERENTIATORS:
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o Knowledge of financial Settlements in many partner and client
financial institutions
o Knowledge of UK energy market Settlements through our involvement at
the East Midland Electricity (EME) - third largest Regional
Electricity Company in the UK
o Deep knowledge of California energy market, California ISO and
California PX
o Deep knowledge of PX business protocols and systems
o Knowledge of the PX Settlements system
o Existing effective and smooth working relationship with the PX
o Partnership with EMC (need to spell out and expand) to develop the
world's second largest financial Settlements for currency exchange in
Europe
o Development of Settlements system with/for Cedel Group (need to spell
out)
o Development of Settlements system for Telecom Malaysia (need to spell
out)
o Development of the EME EBET Settlements Software
o Project management for the development of several components of the
California ISO systems including major portions of the ISO
Settlements Software; and
o Development of specialized applications for the PX Settlements Group
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VALUE PROPOSITION:
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Perot Systems will leverage proven financial system architectures, deep
knowledge of the PX Settlements process and our existing relationship with the
PX to shorten the development cycle and raise the certainty of success.
TECHNICAL SOLUTION:
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[Bill please add. Please ensure to refer to the language used by the PX.]
PRICING:
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We believe that we will be able to develop and deploy the new Settlements
Software within one year from the start date of the project. Hence, if the
project is awarded to Perot Systems before the end of 1998, we should be able to
complete this development project by the end of 1999.
Our rough price estimate for this development work is around $5 million. The
annual cost of software maintenance is estimated as 10% of the development
cost. All upgrades to the software will be performed on T&M bases and according
to the special PX rates.
Only a careful evaluation of the actual and final specifications for the
Settlements Software will allow Perot Systems to develop a more accurate price
estimate. Hence, we propose an initial study period to refine project plan and
price estimate.
SPECIAL FEATURES
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Perot Systems will grant the PX a non-exclusive license for the use of the
developed Settlements Software. The PX shall have the right to modify the
software. The PX shall have the right to use the Settlements Software for
applications to wholesale markets outside the PX but shall share profits from
such applications with Perot Systems. Perot Systems will share royalties from
future sale of the developed Settlements Software to wholesale PX clients in
United States.
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REFERENCES AND RESUMES
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- - EBET for EME
- - Cedel's system
- - Telecom Malaysia
- - EMC
[Bill and Ed need your input here.]
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OPTION 3:
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PEROT SYSTEMS AND THE PX TO JOINTLY FUND THE DEVELOPMENT OF THE NEW SETTLEMENTS
SOFTWARE AND CREATE A THIRD PARTY AGENCY TO OUTSOURCE THE PX SETTLEMENTS
PROCESS AND THAT OF OTHER WHOLESALE MARKET PARTICIPANTS IN THE UNITED STATES.
APPROACH:
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Perot Systems will first develop the new PX Settlements Software. Perot Systems
will then create a third party agency in partnership with other entities, which
can include the PX, to outsource the Settlements calculation process at the PX
and other wholesale markets in the United States.
PRINCIPAL DIFFERENTIATORS:
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o Knowledge of financial Settlements in many partner and client
financial institutions;
o Knowledge of UK energy market Settlements through our involvement at
the East Midland Electricity (EME) - third largest Regional
Electricity Company in the UK;
o Deep knowledge of California energy market, California ISO and
California PX;
o Deep knowledge of PX business protocols and systems;
o Knowledge of the PX Settlements system; and
o Existing effective and smooth working relationship with the PX;
o Partnership with EMC (need to spell out and expand) to develop the
world's second largest financial Settlements for currency exchange in
Europe;
o Development of Settlements system with/for Cedel Group [need to spell
out and explain]
o Development of Settlements system for Telecom Malaysia [need to spell
out and explain]
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o Development of the EME EBET Settlements Software [need to spell out
and explain]
o Project management for the development of several components of the
California ISO systems including major portions of the ISO Settlements
Software;
o Development of specialized applications for the PX Settlements Group;
o Outsourcing of IT and business services at EME, Sitel, Comsys, . . .
[Bill/Ed/others please expand].
VALUE PROPOSITION:
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A one stop shop to meet all settlements needs of the PX and provide a potential
revenue stream for the PX.
TECHNICAL SOLUTION:
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We will be implementing the same technical solution proposed for Proposal
Option 2 in this option as well.
PRICING:
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We believe that we will be able to develop and deploy the new Settlements
Software within one year from the start date of the project. The PX shall pay
Perot Systems around $2.5 million for this development work. Perot Systems and
its partners, which could include the PX, will share the cost to create of the
third party Settlements outsourcing agency (SETOUTS) including the cost of
additional hardware and software requirements.
An outsourcing contract with the minimum time duration of 5 years will be
required from the PX under this proposal option. The estimated annual fee for
this outsourcing option will be $XX million per year [still working on this].
Another approach will be for the Perot Systems and the PX to review current cost
of Settlements calculation activities at the PX and establish a pricing
mechanism that contains a percentage saving over the current expenditures.
The SETOUTS agency will perform all the Settlements calculation responsibilities
of the PX as stated within the current PX Settlements tariffs. SETOUTS will also
participate in the development of the PX Settlements related protocols, tariffs
and regulatory filings.
[CONFIDENTIAL]
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Only a careful evaluation of the actual and final specifications for the
Settlements Software will allow us to develop more accurate price estimates for
this joint venture. Hence, we propose an initial study period to refine the
joint development plans and price estimate.
SPECIAL FEATURES
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As a potential partner in the SETOUTS, PX will share all the profits and
benefits of this joint venture.
[CONFIDENTIAL]
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SOFTWARE SERVICES - PEROT SYSTEMS
EUROPCAR
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DESCRIPTION
Europcar and Perot Systems signed a ten-year contract in 1992 to develop,
implement and operate a rental car system for Europcar's nine corporate
countries in Europe. Europcar is the largest car rental company in Europe and
The GreenWay System that Perot Systems developed was the first rapid deployment
of a very large OLTP system built on a UNIX/Oracle platform.
GreenWay consists of a single database containing all aspects of information
about customers, reservations, rental agreements, customer billing, and the
fleet supporting the business. The GreenWay applications currently support more
than 3500 users throughout Europe and routinely execute 800 SQL statements per
second and 11 commits per second. All transactions are read/write. Below are
the high level statistics which describe the application development effort for
Europcar:
Overall Effort:
o 300 person-years within first two years
o At peak 330 people
Application Size: 5300 Modules
o >500 Oracle forms
o >500 Pro C programs
o >130 ReportWriter modules
o >100 large stored procedures
o Rest include header files, batch modules, etc.
CHALLENGES AND ACCOMPLISHMENTS
The development timeline for the GreenWay System included a lengthy and painful
process of learning how to develop efficient, reliable applications that would
perform well and scale up to support 3500 users in an oracle environment.
Database administrators learned the internals of the Oracle database, Oracle
Parallel Server option and the Sequent lock manager in order to explain to the
developers the proper techniques to use to get the architecture to scale.
Buying bigger boxes was not the only answer. The applications had to be written
in ways that took advantage of the capabilities of Oracle while avoiding the
pitfalls. Examples include avoiding the use of dynamic SQL to gain benefits
from Oracle's ability to re-use SQL statements and dramatically improve
performance.
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Constraint checks were moved from the database to the applications to ensure
the intelligent implementation of logical business constraints without
impacting overall database performance. Portable C code development standards
were crucial to ensure rapid application migration across platforms. These and
other application techniques were employed to get the best performance at the
least cost for Europcar.
The implementation began on a 3 node NCR 3600 SMP platform running Oracle
Parallel Server, with Oracle's Multi-threaded Server Option. Performance
demands, transaction volumes, and the hardware constraints of this platform,
(at the time up to 8 i486 processors and 512 MB of memory per node), forced
GreenWay to be migrated from NCR to a Sequent Symmetry System 2000/790 cluster
in late 1993. This first migration proved the concept of Open Systems where
applications can be rapidly moved from one platform to another to take
advantage of newer, cheaper, faster hardware. GreenWay was in Production when
this first migration took place. All Europcar reservations were made in
GreenWay, plus rental operations for England, Belgium, Holland and Switzerland
as well. The entire GreenWay database was moved from the NCR system to the
Sequent in less than four hours during a normally scheduled weekend outage. The
customer was not affected.
Ever increasing demand on GreenWay required the implementation of the first
Sequent Symmetry System 5000/SE60 4-node cluster in the summer of 1994. The
benchmark that took place at the Perot Systems Paris Data Center verified the
new 4-note cluster would be able to handle projected workload volumes through
1997. In mid 1997, a third benchmark on the new NUMA-Q platform proved GreenWay
could be run on a single 5 QUAD NUMA-Q with 10GB of memory. This is the
platform GreenWay runs on today.
Each platform migration included comprehensive benchmarks to validate
performance gains while ensuring operational stability. As the production
database was moved from the older to the newer platforms, the older systems
were moved into application server or support system roles. The oldest and most
expensive platforms to maintain were retired. The strategy provided the
capacity to meet seasonal peaks, ensure reliable performance and reduce
overall maintenance costs.
The platform migrations benefited Europcar and Perot Systems in other ways.
Europcar continued to get performance improvements at lower overall per
transaction costs. IT costs per Rental Agreement went down in the first year
from 7% to 5%. By the 3rd year, costs were down to 3% of revenue. Perhaps the
biggest productivity gain attributed to GreenWay can be measured in terms of
overall Europcar headcount which went down from a high of 4500 employees in
1992, to a low of 3650 by the end of 1994.
Perot Systems gained invaluable experience in benchmarking and migration
techniques that could not have been realized any other way. Perot Systems
developed a comprehensive benchmark that enables us to accurately test the
performance of new hardware and Oracle DBMS releases. In addition, the demands
of GreenWay revealed more than 200 architectural and design bugs in Oracle that
were fixed by Oracle for the Perot Systems Version (7.0.15.perot), yet were not
available in other Oracle production releases until 7.3, some not available
until release 8.1. The benchmark developed for Europcar was executed again for
National Car Rental in late 1997 and early 1998. NCR hired two consulting
agencies, Gartner Group and Giga Information Group, to review the benchmark
results. Both groups concurred on the results of the benchmark. Gartner Group
went so far as to say it was the best benchmark methodology and execution they
had ever
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seen. In addition, one of the Perot Systems Associates who participated in the
benchmark effort is currently writing a book for Addison-Wesley on implementing
large scale Oracle UNIX database systems.
As an active, contributing member of the Oracle Customer Advisory Council,
Perot Systems has a long-standing relationship with Oracle. In 1994, Oracle
developers, with source code in-hand, worked onsite in Paris and Heathrow with
Perot Systems to identify and correct the deficiencies.
In addition Perot Systems is an active, contributing member of the Oracle
Customer Advisory Council. Perot Systems has been an Oracle beta test site for
every release of Oracle since 7.0.15. Close ties with the Oracle development
staff in Redwood Shores, CA are still in place today and are used both
officially and unofficially to the benefit of all our clients. This relationship
ensures Perot Systems provides the best Oracle solutions and the highest
performance possible for all our clients.
NATIONAL CAR RENTAL
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DESCRIPTION
The National Car Rental Internet/Intranet environment Perot Systems has created
focuses on leveraging and expanding the range of the back-end reservations
system (Odyssey) and other in-house application/database systems by
web-enabling these systems. Starting in mid-1997, a Perot Systems development
team dedicated to National Car Rental continues to develop two major systems:
1. Public Internet/web services focused around www.nationalcar.com and its
supporting infrastructure. Using our application development methodology,
Perot Systems has developed the content, created the look and feel of the
system, and provided applications develop which allows visitors to the site
to book car rentals via the Internet, as well as receiving corporate data,
Emerald Aisle membership, and job postings. The site is built on Netscape
Enterprise Server and Java applets running on Windows NT Server using HP
hardware, and using standard HTTP, HTML and SSL approaches. The Internet
booking engine leverages the back-end Odyssey reservations system used by
National and its agents. The web server applications use Java RMI to
communicate through a firewall to the HP-UX Odyssey servers, which in turn
utilize Java JNI to connect to a C interface, and then on to the back-end
Oracle databases. Perot Systems also maintains separate, secured
development and staging systems for this site, and houses the
aforementioned systems, servers and attendant infrastructure in its
Richardson, TX data center. To create additional traffic for this web
presence, a variety of tools which publicize the site on public indexes,
search engines, and manipulate search index results, are utilized.
2. Private Intranet services: Perot Systems has developed two online systems
that form the backbone of the National Car Rental Intranet. First, an
enterprise-wide policies and procedures reference, previously hosted on an
IBM mainframe CICS environment and called Reference Information
Cross-reference (RInX), has been ported to a new web-based system called
ORI (Odyssey Reference Information). The ORI system holds static content in
an Oracle database environment, allows permissions-based end
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user content update in a web-based interface, and a sophisticated search
capability. Second, a variety of self-service human resources applications
are being developed to leverage National's PeopleSoft system. In addition
to HR self-service like benefits enrollments and elections, functions
include a performance evaluation system, online training and skill set
management. The system served 3500 end-users and is built on Netscape
Enterprise Server and Java applets running on Windows NT Server on HP
hardware. As is the case with the Internet presence, a multi-tiered
architecture has been deployed which leverages the back-end transaction
processing capability of large HP-UX systems running Tuxedo, JOLT,
PeopleSoft and Oracle. Automated usage analysis is performed on both the
Intranet and Internet web servers by a variety of criteria (including
grouping of hits into user sessions, categorizing by geographic origin,
time of day, day of month, and so on) and provided via a secured web
interface to National management.
From an end-user perspective, Perot Systems supports desktop access to Internet
services such as the World Wide Web, supporting the client's standard Microsoft
IE 3.x browser as part of its standard user support processes. Perot Systems
aided National in sizing, obtaining competitive pricing for, and deploying
end-user Internet connectivity through a national ISP, including integrating
this connectivity.
ADVANTAGES AND CHALLENGES
The web-enabled architecture used has many advantages:
o The modular four-tier production architecture (web server, web
applications server, Odyssey applications server, and Odyssey database
server) was designed for scalability.
o the selection of many out-of-the-box components at the top (web) tiers
speeds development and delivery, and allows easy upgrading or
technology changes at each tier to tune the system.
Challenges to the environment include:
o Additional complexity and management requirements of multiple
platforms to support the end-to-end web application.
o Integration and out-of-the-box functionality of the Netscape and Java
platform on Windows NT Server is not as tight as, or as rich as
Microsoft's web tools.
DOCUMENTED IMPROVEMENTS
For the public web presence, Perot Systems' booking solution replaces use of
Microsoft Expedia, a third party service used to take electronic reservations.
The Expedia system created distribution channel costs equivalent to using a
travel agency, but the new system created by Perot Systems interfaces directly
to the core reservations system, obtaining the benefits of a business
rules-based system while eliminating multiple distribution costs, including
commissions, global distribution systems fees, and potentially other costs like
settlements. The new system will enable National to shift part of their sales
channel from voice and global reservations systems to end users and agencies,
bypassing the global distribution systems and coming directly to the Odyssey
system. Expected savings on these distribution fees by unit are expected to
equal or exceed the current margin on a car rental. Moreover, since implementing
this system, and making modifications aimed at
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driving additional traffic from search engines, monthly user sessions to the
site have increased 165%.
In the ORI Intranet application, the goal has been to establish a reference
information application integrated with core business systems, and to disperse
this information as widely and easily as possible. In practice, the application
has, by eliminating duplicated information and using relational database
technology, reduced the volume of electronic reference data kept by 90% and
greatly simplified access across the enterprise. Moreover, the staff required
to maintain the new system is 50% less than the staff previously required.
TENET HEALTHCARE
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DESCRIPTION
Since 1996, Perot Systems has aided Tenet Healthcare in building an Intranet
where none previously existed. Because Tenet's business model is built around
acquisitions of disparate hospitals, little centralized corporate HR data
previously existed, and that which did was often fragmented and in a variety of
formats. Moreover, end user computing platforms ranged from various PC
operating systems to Macintosh and UNIX workstations, an ideal environment to
leverage the cross-platform capabilities the web offers. Using a mainframe
payroll system called Genesis to populate basic user information, plus numerous
other data feeds, Perot Systems first created a web-enabled core corporate
directory from which intranet applications could be extended. This core
database cross-references Associate information, facilities and location data.
The first applications included an end-user oriented employee and facility
directory with users able to update content they are responsible for (from site
information to personal data). More recent applications include web-enablement
of a PowerBuilder/Sybase EIS system; NewsNet, a means by which company-wide
management receives press related to Tenet from the Public Affairs department;
and a system by which doctor sanctions and reinstatements from the federal
Office of the Inspector General can be tracked. Currently the site serves 5000
registered users, but faces a possible audience of over 100,000 Tenet
Associates. Automated usage analysis is performed on both the Intranet and
Internet web servers by a variety of criteria (including grouping of hits into
user sessions, categorizing by geographic origin, time of day, day of month,
and so on) and provided via a secured web interface to Tenet management.
The Tenet Intranet environment, now called PULSE, today comprises a multi-tier
server architecture that divides web server, application server, search engine
and database server components. The computing platform for this Intranet is
almost exclusively Microsoft based; products used include Windows NT Server,
SQL Server, SiteServer, IIS4, and components of the Microsoft Commercial
Internet System (specifically, NNTP services), all running on Compaq hardware.
Source code is controlled using Visual SourceSafe. Most content on the site has
been developed to Active Server Pages (ASP). Today a blended team of Perot
Systems developers, some dedicated to Tenet's project, and others with
expertise in developing our own internal TRAIN system and all operating under
Perot Systems' application development methodology, work on this ongoing
project.
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From an end-user perspective, Perot Systems supports desktop access to Internet
services such as the World Wide Web, supporting the client's standard browsers.
Perot Systems aided Tenet in sizing, obtaining competitive pricing for, and
deploying end-user Internet connectivity through a national ISP.
ADVANTAGES AND CHALLENGES
The self-service Intranet model works well in several aspects:
o Using out-of-the-box server components and commodity development tools
(like Microsoft's development suites) speeds development, lowers cost,
virtually guarantees toolset interoperability, and ensures
availability of qualified talent to deliver solutions.
o Integration of existing NT domain authentication for user security
leverages existing NT infrastructure and allows easy, unified
administration of NT group privileges which also apply to the
Intranet.
However, there are also challenges associated with this specific client:
o Having no central HR system creates difficulties in populating and
maintaining authoritative employee directory data, the heart of most
Intranets.
o NT domain authentication does not scale well in the current version of
NT and IIS to a company the size of Tenet, and it is expected that a
directory-based membership system is required as the system grows.
DOCUMENTED IMPROVEMENTS
Tenet has focused on using their Intranet to improve communications quality and
efficiency to its associates in an era of rapid acquisitions. Before the
Intranet, there was no single detailed, authoritative data repository for
individuals. For instance, the system that preceded the NewsNet component of
PULSE was manual and labor-intensive, and involved a staff reading newspapers &
magazines, clipping articles, photocopying and faxing them to managers around
the country. Also, a weighty facility guide previously assembled in desktop
publishing systems and distributed in hardcopy is now being discontinued. In
both these cases, significant savings are expected in labor and materials costs.
PEROT SYSTEMS CORPORATION
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DESCRIPTION
A major component of Perot Systems' infrastructure is its Intranet, "TRAIN" (The
Real-time Associate Information Network). Through TRAIN, Perot Systems employees
everywhere have instant access to many of their personnel records, finances,
company information and a variety of self-serve applications right from their
web browser. TRAIN is a powerful internal communications vehicle that provides
worldwide, real-time access to information on corporate strategies, policies and
news to nearly 6,000 associates worldwide.
The guiding concept behind TRAIN was to build a system "by the people, for the
people" with a focus on associate self-service and hence, reduction of
infrastructure support and
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overhead. Moreover, any and all of Perot Systems' associates can contribute to
TRAIN so it is, in fact, co-created by the very individuals it serves. In
keeping with Perot Systems' corporate philosophy of seamlessly integrating
technology with business processes, TRAIN's development team studied and
implemented strategic organizational design concepts, just-in-time learning and
behavioral change management techniques to understand the potential impact and
value of an Intranet.
TRAIN was established in 1996, and underwent a complete redesign in 1997 to
provide more attractive, consistent user-friendly interfaces. It is delivered
on a platform of predominantly Microsoft tools: Windows NT Server, IIS, SQL
Server, Site Server, Index Server, Visual InterDev and Visual Studio, but also
third-party tools like PointCast's Iserver, all running on Compaq hardware.
Source code is controlled using Visual SourceSafe. TRAIN's architecture divides
development, staging (or "model office"), and production environments; its
server architecture divides web, index, application and database functions into
separate servers. The TRAIN production environment is hosted in Perot Systems'
Richardson, TX data center.
TRAIN has twice been awarded the CIO Magazine WebMaster 50/50 award, which
recognizes the top 50 Internet and the top 50 Intranet web sites in the public
and private sectors.
ADVANTAGES AND CHALLENGES OF THE VARIOUS APPROACHES
The TRAIN concept, supported by Perot Systems' application development
methodology, has significant advantages:
o Using out-of-the-box server components and commodity development tools
(like Microsoft's development suites) speeds development, lowers cost
and ensures availability of qualified talent to deliver solutions
o Integration of existing NT domain authentication for user security
leverages existing NT infrastructure and allows easy, unified
administration of NT group privileges which also apply to the Intranet
o Cultural fit with the entrepreneurial and "self-service" aspects of
Perot Systems' people
o Reduced overhead costs for many corporate functions
o Team and organizational self-publishing
o Leverage of the PeopleSoft HR system with automated review and
staging mechanisms
o Reusability of architecture, processes, tools and code for many of
our clients' Intranet needs
o Migrating applications to this interface (which in all cases to the
end user support well known protocols such as standard HTML, HTTP and
SSL running on well-known ports) enables easy transmission through
Perot Systems' secured extranet environment
Challenges TRAIN faces include:
o Scalability beyond current NT/ASP platforms
o Content and "look and feel" coordination for self-publishing
o Demand for ASP applications development that can't be handled by a
requesting end-user
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DOCUMENTED IMPROVEMENTS
MARKETING: TRAIN has long provided marketing collateral in multiple
forms--MSWord, PDF, html--but now Associates view the latest material and order
it on-line, directly from the vendor, without ever contacting a marketing
office. Since its introduction, the marketing support staff has been reduced by
more than 55%. Nor is this capability limited to collateral material;
Associates order stationary, envelopes and other material. On-line databases
show Associates third-party research sources, and the status of projects,
clients, industry groups and competencies worldwide. This information, combined
with proposal archival and methodology, deal tracking and deal review systems,
have reduced proposal development times 60% and marketing costs 50%.
PROCUREMENT: Associates wanting to order hardware, software, etc. merely order
the items on-line, through TRAIN. This application had reduced costs
considerably while ensuring manager approval (also on-line). Licensed software,
once found on myriad serves across Perot Systems, is now on the Intranet along
with instructions and version and license information.
HUMAN RESOURCES: TRAIN excels in providing self-service applications that
interface to the PeopleSoft database. Thanks to TRAIN, HR headcount has
remained steady, despite corporate growth of over 1,400 people in 1997.
Deferred clerical hires of HR Personnel savings are estimated at $70,000 this
year and this figure is estimated to grow every year. An application used for
online health and insurance benefits enrollment saved the company $100,000 in a
single month. New HR applications are added quarterly. Other applications allow
Associates to view 401(k) performance, generate personalized employment
verification letters and input process team goals and objectives.
MANAGERS' WORKBENCH: This set of applications links managers to a consistent
view of several protected databases so they can review the information of those
who work for them including: performance goals, resumes, skills,
compensation/bonus history, administrative details, emergency information, etc.
This interface also provides automatic prompts and tracking of goals and
objectives while connecting managers them with the policies and forms required
to reward people with bonuses and other benefits. This has aided in the
efficiency and effectiveness of individual managers while helping to control
organizational overhead.
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PSC ORGANIZATIONAL EXPERIENCE -
SUMMARY
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<Table>
<Caption>
FUNCTION EXPERIENCE REMARKS
-------- ---------- -------
Requirements NATIONAL CAR RENTAL o Perot Systems processes
Management employ full documentation
o Structured requirements definition process of business requirements
with active user
o Point releases involvement.
o Functional area representation o Business requirements are
integrated through all phases
UBS of the development life
cycle.
o "Use cases" employed for requirements
analysis o Satisfaction of requirements
is tracked and verified.
o Reverse engineering tools employed to
glean business functionality o User sign-off ensures
business acceptance.
o User validated business requirements
o Requirements form the
VOLKSWAGEN baseline for Change Control
process and maintenance
o "Up front" requirements design for entire activities.
project
o "Use case" analysis
o User involvement and sign-off
AT&T
o Formal business requirements process
supporting application, development,
maintenance and testing
o Close user involvement
o Sign-off process
o Requirements satisfaction metrics
EME
o Business user groups produce requirements
specifications
o Employs requirements register with client
sign-off
o Completion of requirements is signed off
with users at end of system test
Application NATIONAL CAR RENTAL o Overall project management,
Development planning, and control
o Development at remote facilities
o Incremental application
o Clear roles and responsibilities development, and delivery
o Functional "Core Team" employed in entire o Active user participation
life cycle
o Rigorous change control
o Rigorous change control
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<Caption>
FUNCTION EXPERIENCE REMARKS
-------- ---------- -------
o Model Office to ensure quality testing o Systems aligned to business
initiatives
UBS o Common system architecture
of building applications
o Offshore development enabling separation of
business and technology
o Change management process
o Development checkpoints
o Quality management process
o Consistent design
o Long distance migration methodology methodology
o Verification and validation of requirements o Application prototyping
o Project Management methodology o Process quality
VOLKSWAGEN
o Incremental phased methodology
o Object-based 3-tiered client server
o Platform and technology migration of
existing functionality
o Booch methodology
AT&T
o Effective project management
o Design walkthroughs
o Change management process
o Iterative construction
EME
o Effective project management
o Iterative construction
o International multi-site development
o Change Control Board with EME Design
Authority
o Proactive user involvement
System Testing NATIONAL CAR RENTAL o Dedicated testing team
and Accepting
o Model office employed for quality testing o Automated defect tracking
and reporting
o Volume and performance testing
o Development of overall test
o Defect tracking and status reporting through plan
Trouble Reports
o Test case development and
o Automated notification of high severity execution
problems
o Close integration between
UBS testers, clients, and
developers
o Business acceptance testing consistent
between legacy and target platforms o Status reporting
o Automated testing tools o Metrics capture
o Test cases based on reverse engineered o Test execution cycles
business processes
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FUNCTION EXPERIENCE REMARKS
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o Testing repository used for function and o Test team and client sign-off
regression testing
o Regression testing
VOLKSWAGEN
o Unit testing
o Functionality tracking
o String testing
o Test script development and execution
o System, integration and
o User sign-off operational testing
AT&T o Volume and response time
testing
o Automated tool for defect and issue tracking
o Test strategies, plans, cases, data,
verification scripts,
o Separate test environments
o Execution schedules
o Status reporting in both narrative and
metrics.
o Unit testing through string, system,
integration and operational testing
o Volume and response time testing
EME
o Formal testing methodology
o Automated tools used for defect tracking
and reporting
o Unit, integration, system, and user
acceptance testing performed
o Team and client sign-off
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Application NATIONAL CAR RENTAL o Change Control is key
Maintenance
o Remote maintenance o Requires trained
maintenance resource pool
o Large pool of trained maintenance
personnel o Controlled release control to
production
o Maintenance simplified due to up to date
system documentation o Planned release schedule
o Use of Change Control Board o Accommodate emergency
production fixes
o Close integration with production release
team o Close client involvement
VOLKSWAGEN
o Test script development
o User sign-off
AT&T
o Change control process utilized
o Reduced support cost through consistent
application of methodology
o Bug fixes, enhancements, run-time
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improvements and process improvements
EME
o Support Maintenance and Enhancement
Team
o Day to day system maintenance
o Change control board
o Automated system maintenance tracking
o Utilizes features of development processes
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Configuration NATIONAL CAR RENTAL o Change Control Board
Management consisting of client
(CM) o Change Management Committee controls representatives, project
configuration coordinators meeting
regularly
o PVCS code management tool
UBS o Documented Change
Control Process
o Change Control Committee
o Cross-platform change
o ClearCase used for configuration management tool with API
management
o Established Production
o Documented processes for Change control Deployment and Asset and
and review version control processes
AT&T
o Documented blueprint of processes used as
reference
o Change control process involving internal
and external clients
o PVCS used for code management, defects
management and change control
o Formal software CM libraries
EME
o Change Control Board
o Strategic blueprint to define systems and
applications
o IBM configuration management tools
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Quality Assurance NATIONAL CAR RENTAL o Periodic Audits
o Model Office employed to ensure quality o Client Surveys
testing
o SDLC Metrics Management
o Dry runs, dress rehearsals
o Adherence to standards and
o Pseudo production environment processes
o Client satisfaction surveys o Feedback mechanisms for
process improvement
o Defect tracking and metrics
o Representation of QA in
UBS Steering Committees
o Quality manuals o Defect metrics
o Project Quality Plans
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o Quality Records manuals
AT&T
o Quality gates
o Walkthroughs
o Sign-offs
o Tracking of requirements satisfaction
o Client surveys
o Release post mortems
o Measurements of system change
requirements installed on time
EME
o Coding standards
o Quality Assurance methodology
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Software NATIONAL CAR RENTAL o Documented software
Engineering engineering processes,
Process Group o Model Office employed to design and refine standards and guidelines
Quality processes
o Half yearly reviews of
o Dry runs, dress rehearsals processes
o Pseudo production environment o Availability of standards on
corporate web
o Client satisfaction surveys
o Compulsory training of all
o Defect tracking and metrics personnel on processes
USB o Communication of changes
to processes
o Documented Quality Management process,
ISO-9000 certified o Standardization sub-committee
o Process handbooks o Architecture sub-committee
o Quality manuals
o Procedure Manuals
o Standards and Guidelines
o Project Quality Plans
o Project Management Guide
o Quality Records manuals
AT&T
o Quality gates
o Walkthroughs
o Sign-offs
o Tracking of requirements satisfaction
o Client surveys
o Release post mortems
o Measurement of system change
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requirements installed on time
EME
o Program Office Methodology group
o Coding standards
o Comprehensive formal project methodology
o Best practice standards
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Internet and TENET o Review to include staffing,
Intranet Services performance, capacity,
o Administration of Microsoft IIS V4 Webs database, and access topics
o Visual InterDev and MS Front Page o Implementation of
performance
o Managed as WEB application server by recommendations
ESM.
o Test, Model Office, and Production
Environment for Project Support
o User Support provided by help desk, User
publishing support available via Front Page
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Coordination with NATIONAL CAR RENTAL o Work with application and
new application operations team to optimize
develop projects o Maintain, Test, Development, and the development
Production environment to allow efficient, environment to ensure
controlled application development efficient support.
o Maintain code management system and
trouble reporting system to track bugs and
resolutions.
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Performance NATIONSBANK o Develop capacity model to
management/ review ability for client
capacity planning o Perform capacity planning and modeling growth.
using software modeling products
o Review performance
o Provide performance measurement reports objectives and historical
data
o Ensure billing data integrity
o Review contingency plans
o Plan the architectural configuration
o Forecast capacity requirements
o Assist in network planning and traffic
analysis
o Provide run time improvement planning
with Applications programming teams
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SOFTWARE SERVICES -- HPS
LEADING INVESTMENT BANK
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HPS has been involved in implementation of key projects for the investment
banking arm of this bank. HPS has been working with the bank since HPS
inception, and the relationship is growing stronger as projects are
successfully implemented at different bank locations worldwide. The following
sections describe some of the key projects that HPS has been involved in for
this bank.
PROJECTS
SECURITIES SETTLEMENTS APPLICATION MIGRATION
HPS is currently executing a project to convert their Securities Trade
Processing and Settlement System from its current ICL environment to an IBM
platform. The migration effort would enhance the scalability, and capability to
process a much increased number of trades per day. A due diligence was
conducted to define the project approach and over the past six months, proof of
concept has been successfully completed.
The source and target environments for this project are as follows -
Current environment:
Hardware ICL Series 29 mainframe
Operating System VME
Development environment COBOL, Application Master, SCL
Database IDMSX
Transaction monitor TPMS
Target environment:
Hardware IBM S390
Operating System OS/390
Development environment C, JCL, Easytrieve report & query generator
Database DB2
Transaction monitor CICS
HPS understood the project critical success factors as well as business
imperatives of the bank, and defined a suitable project implementation
strategy. HPS customized its standard Migration Methodology for this project to
suit customer requirements and partnered with a too tool vendor that
specialized in developing ICL migration tools. These customized tools enabled a
great degree of automation in the migration, while allowing the functionality
to be verified at each stage of the conversion. A detailed testing methodology
has been worked out for this project, ensuring that the new system replicates
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the functionality accurately, and efficiently. The migration also needs to
incorporate a new strategic data model in the migrated application, in line
with long term strategy of the bank.
HPS is responsible for complete project management and implementation. The
conversion will involve an effort of about 70 person years, with an offshore
component of about 50 years. A team of 80 people is expected to work on this
project, at its peak size.
YEAR 2000 REMEDIATION
HPS has successfully implemented Year 2000 remediation projects for
Asia-Pacific division of the bank. Year 2000 remediation project for Forex/OTC
division of the bank in London as well as in other Asia-Pacific locations are
nearing completion. The environment for the applications to be remediated was
as follows -
HARDWARE IBM VSE MAINFRAME
SOFTWARE VS COBOL II, VSAM, VSE JCL, CICS, IBM ASSEMBLER
RDBMS SQL Server ADABAS
TOOLS CICS, PowerBuilder
HPS has been responsible for complete project management and the projects
included the following phases -
o Year 2000 Impact Analysis
o VS COBOL to VS COBOL II conversion
o Y2K renovation
o Unit testing
HPS has also been involved in the Year 2000 program management, Desktop
Applications Inventory and Year 2000 Impact Assessment, customizing Asset
Management software for Year 2000, Web enabling Change Management Tools as part
of the bank's worldwide Year 2000 program.
The HOS capability was clearly demonstrated when Zero bugs were discovered
during User Acceptance Test in applications that HPS renovated for Year 2000.
EAST MIDLANDS ELECTRICITY
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East Midlands Electricity (EME) is the third largest regional electric company
in the United Kingdom and services 2.1 million customers. Because of industry
privatization and regulatory changes, EME was contending with increased
competition and customer service demands, mismatched info/infrastructures, and
skyrocketing operating costs. To overcome these challenges, EME engaged Perot
Systems in an enterprise transformation partnership in which Perot Systems is
responsible for providing consultation and implementation for all aspects of
EME's information services. The 12 year business partnership seeks to transform
business processes, re-engineer systems and implement
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best practices of data management. IS strategy is developed to support goals and
changes needed to meet these goals including re-organization. Systems developed
include GIS, Financials, and Customer Service.
EME is currently recognized as being the least cost-per-customer and least
cost-per-unit electricity distributor in the United Kingdom. Perot Systems is
developing a 10-year IS strategy and technical architecture to help maintain
this advantage and lead EME through industry privatization. These efforts will
help EME become a leader in the "new" energy industry in England and are
considered by many to be the benchmark against which energy industry
transformation initiatives around the world should be measured.
The corresponding IS environment comprises IBM Legacy Systems with CICS/VSAM
Application and Networked PC Desktop Infrastructure.
HPS is involved onsite to provide software maintenance services for both EME's
mainframe and PC LAN environment. HPS lends infrastructure support to EME
through LAN support and Desktop technicians for project BUIM-ization.
YEAR 200 PROJECT
In 1996, EME awakened to the fast approaching Year 200 problem, and invited HCL
Perot Systems (HPS) to conduct the Business Impact Assessment (BIA) on their
systems. A seven member team composed of consultants from HPS and their partners
HCL James Martin (HJM) conducted the six week assessment study in early 1997.
The team used The System Redevelopment Methodology (TSRM) to evaluate the Year
2000 impact on the EME systems. TSRM is recognized by respected organizations
such as the Gartner Group as one of the leading methodologies for Systems
Redevelopment. The main objectives of the Year 2000 were:
o Prioritization of the Perot Systems supported EME application
portfolio date impacted by Year 2000 considerations
o High level estimate of the effort required to fix/renovate the
impacted applications
o Compilation of a hardware/software inventory including third party
applications
o Compilation of tools inventory that can be used for the ensuing
technical assessment, pilot and renovation
The IT infrastructure at EME is composed of a Amdahl, HP and Digital systems and
the total lines of code exceed 7 million. The programs have been developed
primarily in Cobol and use IMS, CICS, and VSAM. Besides, there exist some
application systems on Ingres and Oracle too. HPS has been involved in
renovating the EME applications for Year 2000 compliance and the project is
slated to complete by end 1998.
M&G
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M&G, the largest unit trust (mutual fund) provider in the UK knew how important
it was for business to prepare their systems for when the calendar reaches the
year 2000. M&G, as typical of most financial service companies, had multiple
systems, multiple
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versions of systems software, outdated software versions, etc. The only common
element of the systems was that ALL the investment calculations rely on a valid
date. The challenge was not solely with the program code changes, but the
conversion of an entire corporate production environment.
M&G selected Perot Systems and HCL Perot Systems over other competitors [IBM,
Amdahl, Gatton Consulting, TaTa, ViaSoft, Millennium (UK) and Total Systems] to
address this problem. Our solution provided risk reduction and managed costs to
M&G. It also released the M&G IT staff to focus on equally critical business
initiatives. The off-site approach provided a quick ramp-up of skilled staff
which utilized a factory-like/automated approach which increased the
probability of delivery.
The M&G Year 2000 outsourcing project utilized a combination of Perot Systems,
HPS and M&G personnel. M&G has 40 different systems containing 6.5 million
lines of code, none of which were century date-compliant. The project involved
approximately 45 man-years of effort. It began in March 1997, with 28 man-years
of effort to be completed by HPS.
The scope of the Year 2000 Project for HPS included:
o Conversion of M&G mainframe applications portfolio to make them Century Date
Change (CDC) compliant
o Unit testing of the converted applications to defined testing criteria
o Integration and validation of the converted systems to the production
environment
o Coordination with M&G IT Services Group to ensure that they make the system
software CDC compliant, coordinating with the M&G IT Development Team to
ensure that PC and UNIX related applications comply with CDC requirements,
and coordinating with the third party software vendors on issues relating to
CDC compliance.
METHODOLOGY
HPS customized its standard Year 2000 Remediation methodology for M&G, to
enable COBOL version upgrades to COBOL II and base application changes which
are retrofitted into the Year 2000 converted code. This enabled M&G to change
the application functionality even while it was being made Year 2000 compliant.
The Year 2000 impact analysis and preliminary renovation were carried out using
Beyond 1999 tool. HPS conceptualized and developed a mainframe-based tool that
converted COBOL programs to COBOL II. It automated almost 80-90% of the
conversion effort in the COBOL II migration phase of the project and
demonstrated its usefulness many times over.
CRITICAL SUCCESS FACTORS
o Blended HPS, M&G and Perot personnel in the project team
o Offshore advantage
o HPS' ability to identify, train and assign personnel on the project at short
notice
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o Rotation of Onsite assignments to minimize attrition
o HPS' domain expertise in Year 2000 analysis and renovation
o Pro-active identification and fabrication of migration & renovation tools
ENVIRONMENT
Hardware IBM MVS MAINFRAME
Software COBOL, COBOL II, JCL, CICS EASYTRIEVE, EASYTRIEVE PLUS, SAS,
UFO, MANTIS, COBOL/XE
RDBMS IMS
Tools Endeavor CICS, CCD Online's Beyond 1999
AT&T
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UNIVERSAL BILLING SYSTEM
The "Universal Platform Program" is an AT&T initiative to replace the legacy
billing systems with integrated applications that support a broad range of
products, services and customers. The main components of Universal Billing (UB)
Initial platform are Universal Billing (delivering billing and selective
maintenance functions) and Universal Ordering (delivering service establishment
and account maintenance functions). Initial delivery of the Universal Platform
is focused on implementing the new Universal Billing system and the associated
interfacing system changes, with continued reliance on legacy ordering and
provisioning system. It also involves enhancements to the customer database and
Account Maintenance systems to support the Universal Billing System. The UB
Conversion System is being developed to migrate/convert existing customers to
the new billing system. The Data Conversion Approach outlines a recommendation
for converting the pilot customer data from legacy systems to the Universal
Biller environment.
BIDS
The project is aimed at the maintenance & new features development of the
billing system BIDS of AT&T, US. The two components of this project are CMM and
CBS. Onsite knowledge transfer is in progress and offshore work is going on the
Pilot project. The Hardware consists of IBM Mainframe and the software
environment comprises MVS, CICS, JCL, Windows NT, Unix as operating systems;
COBOL language; DB2 and Informix as RDBMS.
CMM & CBS RELEASE SUPPORT
HPS started by providing professional services for Customer Media Management
(CMM) release 97.1. The HPS team worked with the AT&T and CIBER team initially
and then the overall charge of CMM was handed over to HPS in Jan-1997. HPS has
since been handling all the TRs for the CMM New releases.
HPS has done a pilot project for AT&T in the HPS offshore software development
facility. HPS proposed to do the pilot in order to gain the client's confidence
in HPS offshore development methodology. The pilot comprised generating the CMM
release
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97.1 from CMM release 96.4 by incorporating the requirement specifications
provided by AT&T.
Contract Billing System (CBS) is another component of the billing system where
HPS has to provided services to AT&T. As the first step, a seven member team for
knowledge transfer (KT) on CBS was formed onsite comprising HPS and PSC
associates. A 25-member team was engaged in CBS KT in the HPS offshore
facilities at Noida.
CRITICAL SUCCESS FACTORS
o Zero start-up time to begin work and become productive
o Strong and proven contingency and rollback planning experience
o Experience and knowledge of effectively planning business systems
operations impacts and contingencies into the conversion process
o Minimal learning curve
o Knowledge of the billing applications, including the complex underlying
data structures
o The capability and understanding to deal with large data volume issues
o Immediate availability of experienced personnel in the applicable
technologies
o In-place and proven processes and methodologies to effectively manage
application development and implementation to meet schedule and commitments
ENVIRONMENT
<Table>
<Caption>
HARDWARE IBM MAINFRAME, HP-9000
SOFTWARE MVS, JCL, COBOL, VSAM, HP-UX,
Pro*C, PL/SQL, UNIX SHELL SCRIPT
RDBMS DB2, ORACLE 7.3
DBMS IMS
TOOLS EXPEDITER, FILE-AID, ARMS AND
PLATINUM
</Table>
TELEKOM MALAYSIA
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Telekom Malaysia with a vision for the 21st century has decided to transition
from the existing legacy system based billing system to the state-of-the-art
UNIX/Oracle/Object Oriented based solution. This project would enable Telekom
Malaysia in combating the increasing competition by making the new systems more
flexible to future enhancements and improving customer satisfaction. The new
multi-state, multi-line New Billing System would enhance Telekom Malaysia's
ability to meet future business requirements and improve productivity.
The existing billing system of Telekom Malaysia (CASS) runs on primarily IBM and
Fujitsu mainframe environments. The application has been mainly developed in
Cobol. There are almost 1400 programs in the existing CASS application, which
includes both batch and online programs. The approximate number of LOCs in these
programs is close to one million. The CASS system has been patched over a long
period, and its Cobol based structure provides little versatility to make future
enhancements.
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Telekom Malaysia wants to implement a state-of-the-art New Billing System on a
UNIX/Oracle based environment. NBS would incorporate a number of enhancements
over the older CASS system, which the users have been demanding over a long
period of time. Moreover, Telekom Malaysia has decided to use modern
object-oriented techniques to implement NBS that would simplify the
implementation of future enhancements to NBS. The target hardware for NBS has
yet to be decided. However, Telekom Malaysia plans to have UNIX based systems,
with Oracle as the database. It is planned to execute the project in an
iterative fashion. The system would be implemented in four releases and each
release would build over the previous release by adding on the class libraries.
The HPS Scope of Work comprised of Requirements Analysis Study, High Level
Design of NBS Release 1, Construction and Testing of NBS Release 1, Integration
and Implementation of Release 1. This includes the following modules:
o Pricing and Discounting (Simple and Basic)
o Converter (CASS & Data Services)
o Bill Calculation
o Document Production (No messages and Normal Bill)
o Customer Hierarchy
o Product Hierarchy
METHODOLOGY
HPS uses the Booch Object-Oriented Analysis and Design methodology for this
project, with Rational Rose as the Object Oriented CASE Tool. HPS also has an
Object-Oriented Development Handbook as part of its Quality Management System,
which is used extensively during this project.
The OO implementation uses ANSI C++, Roguewave Collection classes, a Rule
Engine and Utility classes for Database access, File I/O, Error handling, Host
access, Audit Control, Chekpointing etc. As the business rules related to the
application are managed by the 'Rule Engine', the application is highly
resilient to the changes.
ENVIRONMENT
<Table>
Software HP UX 10.20
Software ANSI C++, Shell Scripts
RDBMS Oracle 7.2.x
Tools RogueWave Tools.h++, DBTools.h++,
Rational Rose, Clearcase, Purify, Quantifier
</Table>
Telekom Malaysia has been extremely satisfied with HPS. Based on the expertise
we have gained together on this project, TM plans to provide similar solutions
to Telecom companies in Thailand, Hong Kong and South Africa.
To quote Mr. Ahmad Rosdi Mohamed Razali, General Manager Information Technology
Division, Telekom Malaysia, "HPS has been working with us very successfully in
developing the New Billing System".
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INTERNATIONAL CLEARING HOUSE
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HPS has been associated with a large international clearing house and custodian
from May 1998. HPS is now working with the client to enhance their current
custody processing operations. The project involves
o enhancing existing client-server systems to handle a range of corporate
actions and to enable straight-through processing of corporate action
events
o re-engineering mainframe systems to the client-server environment
o maintenance of existing systems until the enhanced system is implemented
o enhancing workstations at the client's customer locations to enable online
custody processing
A multi-locational HPS team, based in Europe, USA and India, will work on this
project to deliver the system to challenging deadlines.
HPS associates initially worked with the client to analyze their existing
systems to determine how to minimize the maintenance effort required, and to
take the system offshore to India for maintenance. As part of the analysis made
a number of recommendations to enable easier maintenance and to ensure system
stability, which the client is in the process of implementing with HPS support.
HPS associates also conducted an audit of the workstation software being
maintained by a third-party vendor. The client is in the process of
implementing HPS recommendations.
ENVIRONMENT
<Table>
HARDWARE Sun Solaris, PC
SOFTWARE C, C++, Clearcase, Smalltalk,
TOOLS PVCS
</Table>
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HPS ORGANIZATIONAL EXPERIENCES -
SUMMARY
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<Table>
<Caption>
CLIENT PROJECT
------ -------
Leading o Conversion of Securities Settlement System from its current ICL
Investment Bank environment to an IBM platform
o Migration of Spreadsheet Software from WingZ to Ms-Excel
o Migration from VS COBOL to VS COBOL II conversion
o Y2K renovation
o Year 2000 Impact Assessment for Client-Server Systems
o Global Distributed Infrastructure Program (GDIP) initiative, which
aims to make the IT infrastructure at SBC standardized worldwide
o Customization and management of a third party asset management
system
East midlands o Y2K Conversion
Electricity, UK
AT&T, USA o Maintenance & new features development of the billing system
M&G, UK o Y2K Conversion
Telekom Malaysia o New Billing System
o Call Detail Information System
Fuji Research o System for controlling the processing of raw materials to manufacture
Institute semiconductor components in a dedicated offshore lab and onsite
Corporation
J.P.Morgan o Maintenance of applications in Smalltalk in a dedicated offshore lab
NationsBank, o Implementing Change, Problem, Configuration and Notification
Dallas, USA Management on an enterprise-wide basis
Telstra o Year 2000 remediation
Department of o Food Information & Nutrient Database
Nutrition, Govt. of
Singapore
</Table>
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