Addison bank

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IT STRATEGY ATIT STRATEGY ATADDISON BANKADDISON BANK

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Main pointMain point

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CCG in Addison bank A department in bank - Have an IT strategy project

SITUATION

Deloitte Inc .IT system service company want to bid the case.

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Business Environment AnalysisStrength Weakness- Business-led, IT-enabled approach to

engagements- Value-driven approach- Depth in vertical industries &

business processes- Stability to invest in growth- Breadth of service & skills

- Brand awareness limited to only some executives in the client enterprise

- Global association structure- Limitation of market opportunity

due to audit- Relative immaturity of global

delivery capabilityOpportunity Threat- Expand market- Change in economic & business

environment- National infrastructure investments &

reaction to the global financial crisis- Pattern-based strategy- Other high-growth sectors

- More focused competitors from IT heritage

- IT providers with business capability- Software brands

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Situation

4Ps Include Meaning

Price CDN $100,000 This is the budget allocated by Addison Bank. To get the bid, Deloitte need to accept this price

Product IT system: software and hardware Create and develop new system

Promotion through digital media, television, and internet

Building credibility, enhance brand image

Place IT system of Addison Bank support technology in Computer system and loan management system

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Project DescribePlan Cost Scope Time

Deloitte In This Project

-Deloitte Plan extends the standard software, improve technology system - Provides a universal tool for the development of business planning models - Support technology, employee, cost, experience to research the project- Reduce the delinquent personal and small business loans - Reduce finance risks

-cost suitable for Addison bank' budget-accept high cost to ''strategically invest'' in the project-employee training costs-hardware facilities -cost for warranty.

- supported by Enterprise Technology - Create a business architecture framework based on business objectives- recommendation to bridge the gap between current state and future optimal technology support - system consult and maintain

6 months – 1 year(system)(December to February)(forecast)

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Core purpose?

Addison’s core purpose business in the project: recover loans, risk assessments on its loan portfolio in order to estimate the proportion of loans that were recoverable.

ADDISONBusinessCore Purpose

Strategy Measures

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PLAN

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ADDISON BANK IT SERVICE PLAN

Sponsors: Deloitte

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Subheading:

CONTENT

_______________________________________________________________

1.Requirement

2.Summary

3.Use and technical advice (material)

4.Software tools proposed

5.Accounting Software

6.Determine(Reasons, why do we choose present a bid?)

7.Measure Potential

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Requirement Summary

Problem Description Business: problem about store information and recover loans

IT system: Limitations of their current technology platform and had

decided to invest new technology. The CCG was currently using two technology platforms

and wanted to standardize operations on a single platform need an optimal technology architecture to support the CCG business vision and strategy

The descriptions and recommendations related systems

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Strategy and Measures

Strategy MeasuresStore information - Use IT systems to support databases to

store information on the loans- Analytical software to analyze portfolio

information- IT hardware to host the data.

Recover loans bank software to keep track of contacts and repayments

Control risk - Use software to limit risk for systemSupport the project - selected vendor to provide assistance

researching and developing a recommendation for an optimal technology architecture

- support the CCG’s business vision and strategy.

Three-stage pricing

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Material

Use and technical advice: Structure and content

Software tools proposedReference some effective tools software

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Accounting Software

flowchart

flowchart-based accounting of QuickBooks is as close to a standard in financial management as the small-business world has, and it's arguably the easiest way for nonprofessionals to transfer their books from the filing cabinet to the computer, where they belong. Most actions, from cutting a check to billing a client, are just a click or two away from the start screen.

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Determine(Reasons, why do we choose present a bid?)

Opportunity to cooperate with big bank, building a solid relationship for the future

Researched best practices and Deloitte approaches which were well-suited for the project.

Project Feasibility is very high

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Measure Potential

System create new IT technology system control risk Using Software to Effective loans

Management, control risk Increase the profit Increase the profit and

reduce cost of human resource vision and strategy Support the CCG business

vision and strategy Develop Develop new financial portfolio or

products through database New finance product information for ADDISON

BANK to develop the new finance product .

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Answer Question

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(A.1)What information is required before Deloitte can decide whether or not to make a bid on the project?

- Have problem about loans- Have a budget to find IT service- Need an optimal technology architecture to support the CCG business vision and strategy- Need the proposal document.


(A.2)Prepare a list of key questions to ask the working committee during the following day’s meeting?1.Approximately how many data are there in the project?

2.What is the problem with the current IT system?

3.What percentage is the personal and business loan?

4.What do you think about internal costs are estimated at $120,000?

5.Is it enough for the project?


Depart Question

Plan How they going to intergrades the system?

Cost Is it possible for CCG to increase their budget?

Scope Is this service just a IT service or Deloitte need to help ADDISON BANK training?

Time How long they would like to chase those loans?

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OTHER QUESTIONS FOR ADDISON BANK


(A.3)What do you think about the proposal document provided in Appendix I? Problem: 1.little information about the project 2.the cost may not complete objective.

Solution: 1.Specific plan about the bid process, budget, time, methodology,…


The end Thanks for your listening