Part 3: Investment Management - 17 Points You have been asked to assist with preparing for a senior leadership meeting regarding the annual budget. The 'wish list' of projects has been provided by various business units. Your manager has asked you to consolidate the multiple lists into one and determine a way, in additional to ROI, to categorize the 'wish list' that would aid in decision process of which projects to fund. No further recommendations regarding categorization was made-you are on your own for this first pass. Request List Page 3 of 8 Line of Business Corporate Services Corporate Services Project Cost ROI Business Case/Value Category HR System Ungade $ 250,000 1% Better Information Expense System Reporting S 115,000 1% Better Information General Ledger Corporate Services Enhancements $ 120,000 1% Better Integration HR Application Process Corporate Services Automation $ 375,000 28% Out Costs Payroll System Corporate Services enhancement $ 450,000 11% Cut Costs E mail Records Retention Corporate Services automation $ 550,000 3% Cut Costs Legal Document Corporate Services Corporate Services Infrastructure Infrastructure Repository Billing system $ 435,000 1% Cut Costs improvements $ 415,000 2% Increase Throughput Active Directory Enhancement $ 125,000 NA Business Flexibility Server Farm Improvement $ 350,000 NA Reduce IT Costs Recovery System Infrastructure Replacement $ 355,000 NA Reduce IT Costs Disaster Recovery Infrastructure improvements $ 765,000 NA Standardization Infrastructure Exchange Server upgrades $ 375,000 Standardization Infrastructure Oracle upgrade $ 645,000 NA Standardization Infrastructure Dell Server Replacement $ 735,000 NA Standardization Infrastructure Cloud Pilot $ 225,000 NA Standardization Business Intelligence Marketing Program $ 375,000 12% Increased Sales Marketing Social Media Tracking $ 420,000 8% Increased Sales Procurement Order Tracking System $ 650,000 14% Better Information Upgrade Purchasing Procurement System $ 450,000 9% Better Information Order Management Procurement System $ 160,000 5% Increased Control Agencies Client Profile Upgrade $ 825,000 4% Faster Cycle Time Agencies New Underwriting System features $ 725,000 8% Competitive Advantage Agencies Enhanced Performance Reporting $ 750,000 7% Competitive Advantage Agencies Corporate Management Corporate Management Mobile Enablement Cross LOB Real-time policy premium vs claim analytics Reduce Application inventory $ 925,000 5% Competitive Advantage $ 580,000 12% Better Information $ 165,000 3% Better Integration