Enterprise Document Management System. Welcome to Pre-Bid Meeting 24 th Feb February

Transcription

1 Enterprise Document Management System Welcome to Pre-Bid Meeting 24 th Feb February

2 Transformation of the existing Enterprise Document Management System (EDMS) Expression of Interest Ref : CO/IT/EDMS/ /EOI Dated: 17/01/2015

3 Presentation Outline Timelines Organizational Structure Overview of the ongoing EDMS Project Analysis of Queries received Checklist Expectations 3

4 Background to EOI Existing contract has concluded Huge Repository is already in place Implementation of Workflow Systems Enhancement of services Additional features Latest Technologies

5 Timelines Pre-Bid Query Responses : 27th February 2015 consolidation Last date for submission : 12 th March 2015 of EOI 1530 hrs. IST Bid Opening : 12 th March hrs. IST Evaluation by LIC : March 2015 Presentations by the : March 2015 Bidders

6 Organizational Structure

7 Overview of the ongoing EDMS Project Synopsis of the existing EDMS Project Implementation of the existing EDMS Project Project Highlights Existing Admin Work flow Status Main components of the existing EDMS Project Existing Scanning Centres Existing Hardware / Software / Architecture / Network Architecture Integration with the Core Business Application Areas demanding focus

8 Synopsis of the existing EDMS Project System Integrator (SI) M/s Hewlett Packard India Sales (P) Ltd. (ie., M/s HP) Software Partner of SI (M/s HP) M/s Newgen Contract Period 8 years Contract ending in Feb. 2015

9 Implementation of the existing EDMS Project Was Implemented in three phases Digitization of the current records Policy dockets including Health Insurance, Incremental documents and Agency dockets Digitization of the historical data Policy dockets, Circulars, Manuals, Documents etc. pertaining to DO / ZO / CO departments Initiation of Admin Workflow System DAK Work Flow System and Approval Work Flow System

10 Project Highlights (Figures in Crores) S.No Particulars Completed Volume Total images 1 Policy Dockets Incremental Documents Agency Dockets

11 Existing Admin Work flow Status In Chairman, MDs and Board Secretariats, EDMS DAK Work flow is implemented In CO / ZO departments, customized Admin File Work Flow System is in place In CO / ZO departments, archival of historical data is in progress 27 February

12 Main components of the existing EDMS Project Logistics from Business location to Scanning Centre Digitization, Indexing at Scanning Centres Logistics from Scanning Centres to Remote Management Facility (RMF) DVD Upload at DO / BO EDMS Servers Maintenance and monitoring of EDMS Servers Customization of the Scanning Software Customization of the EDMS Software Onsite / Offsite support Help Desk Support & Troubleshooting Periodical MIS Centralized Portal Training

13 Existing Scanning Centres Number of Scanning Zone Zonal Headquarter Centres for the Zone at different locations CZ Bhopal 7 ECZ Patna 8 EZ Kolkata 12 NCZ Kanpur 12 NZ New Delhi 16 SCZ Hyderabad 17 SZ Chennai 12 WZ Mumbai 22 Total February

14 Existing Hardware Central Office Servers Admin File Live & Replica Server Master Index Server & Replica Server Zonal Office Servers Admin File Live & Replica Servers CO / ZO Servers caters to Admin Work Flow Divisional Office Servers Image data and DB data of all Branches under the DO (Config IV & V) Branch Office Servers Image data and DB data of the Branch (Config I, II & II A) DO / BO Servers caters to Policy Servicing

15 Existing Software Operating System : Linux RHEL 4.4 Software : EDMS 3.0 (Customized Version for LIC) Database : PostgreSQL7.3 Architecture : 32 Bit

16 Existing Architecture Existing Branch EDMS Servers Existing System Architecture Existing Architecture BO / DO Existing EDMS Modules at BO / DO

17 Existing Branch EDMS Servers Branches are classified into three types : Small for servicing < 1,00,000 policies (Config I) Medium for servicing < 2,00,000 policies (Config II) Large for servicing > 2,00,000 policies (Config II A) Hardware Sizing (500 GB per Hard disk) Small 3 Hard disks with RAID 1 (1 Hard disk free) Medium 4 Hard disks with RAID 1 Large 6 Hard disks with RAID 1 (2 Hard disks free) Redundant Array of Independent Disks (RAID) RAID 1 : Provides disk mirroring 27 February

18 Existing System Architecture 2/27/

19 Existing Architecture BO / DO EDMS Server Components Application Server (JTS) Web Server (TOMCAT) Storage for Images Database Server Postgre SQL Operating System RHEL (RedHat Enterprise Linux) 27 February 2015

20 Existing EDMS Modules at BO 27 February

21 2/27/2015 Existing EDMS Modules at DO

22 Link type Leased Line (Main Link) ISDN / VPNoBB (Back-up link) MPLS (Back-up link) SSO to PBO 256 Kbps 256 Kbps -- BO-DO (Categorisati on according to Average Number of Transactions per year) Existing Network Bandwidth Small 2 Mbps 512 Kbps -- Medium (Incl. STCs) Big (Incl. ZTC/CCC/ Info-Center etc.) 2 Mbps 1 Mbps -- 2 Mbps 2 Mbps -- DO-ZO 4 Mbps -- 2 Mbps ZO-CO 8 Mbps -- 8 Mbps

23 Integration with the Core Business Application e-docket View (New Business, Sales, Policy Servicing, Loans & Surrenders, Claims) Endorsement Automation (Loans & Surrenders, Claims, Policy Servicing) Archival of Core Business Application generated document, electronically (Loans & Surrenders, Claims, Policy Servicing) 2/27/2015

24 Areas demanding focus Hardware which has surpassed average life cycle period Long Back up Window Live Data replication Server Restoration Disaster Recovery System Middleware support Integration with Core Business Application and other Systems Speedy response to Regulatory / Government requirements Customer communication channels Network bandwidth requirements

25 Analysis of Queries received S.No. Details No. of Queries 1 Architecture 8 2 Demonstration / Presentation 13 3 General 38 4 Hardware, Software, Network Implementation capabilities 34 6 Integration 19 7 Migration Activities 26 8 Project Management 37 9 Scanning activities & Logistics Suggestions 36 Total Queries 385

26 Checklist Executive Summary - A brief description of the Company's profile focusing on this EOI aspects Annexure I - Pre-Qualification Criteria Annexure II - General Information about the Bidder Annexure III - Compliance Statement Annexure IV - Technical Particulars to be provided by the Bidder Annexure V - Covering letter from the Bidder

27 Expectations Architecture Best suited for LIC (If multiple options with pros & cons of each option but recommending one option (which can have a multipronged approach)) Hardware Sizing and quantity with specifications Software Best suited for LIC With specific Web Server / Application Server / Database / Operating System with Version nos. Network Bandwidth requirements Project Management Man power to handle the System, Geographical spread of the Company / Partners Scanning Activities & Logistics Capacity per month Migration Activities Road map, Strategy, Tools if any

28 27 February