Implementation of Enterprise Portal for NTUC Income

Proposal Walkthrough
October’17

CIGNEX Datamatics Confidential www.cignex.com

Agenda

Discussion Areas
Welcome/Introduction/CD Overview
Solution Walkthrough and/or Demo, Technical & Business Functionalities
Project Management Plan
Q&A

2 CIGNEX Datamatics Confidential www.cignex.com

 Welcome/Introduction/CD Overview

3 CIGNEX Datamatics Confidential www.cignex.com

Founded – 2000 | Locations – USA : UK : Singapore : India

3
Strategic
Investments

13+ 100+
Clients with
Global
Billion Dollar
Offices
Revenue
700+ $100M
Open Source Subsidiary of
Deployments + Datamatics Group
across 16 Group
countries Revenue
500+ 5000+
Open Source
Open Source
Community
Consultants
Contribution
16
Open Source
Books
Authored

4 CIGNEX Datamatics Confidential www.cignex.com

Digital Transformation Services
Portals & Commerce
Liferay, Drupal, Magento, Moodle,
Wordpress, JBoss

ECM & EAI

Extended Services Alfresco, Ephesoft, Nuxeo, JBPM,
JAVA, Salesforce, ServiceNow, Activiti, Kaleo, Drools, Mulesoft,
PeopleSoft, RPA Forgerock

Big Data & Analytics

Cloud & Infrastructure IoT, MongoDB, Hadoop, HDFS Cloudera,
DevOps, Puppet, Chef, Docker, Icinga, Zookeeper, Mahout, Storm, Spark,Teradata,
Nagios, Jenkins, Ansible, Maven, Ant, Talend, Pentaho, Tableau, Jaspersoft, Kafka
Gradle, Hudson, New Relic

Enterprise Search
UI/UX ElasticSearch, Solr, Lucene,
Flex, Flash, Senna, ZK, Vaadin, Memcache, Redis, Terracotta,
DHTML, HTML5/CSS3,
Javascript Frameworks, YUI, QA & Mobility
Angular.js, D3.js Junit, Selenium, Dartanium,
Loadrunner, Phonegap, Native apps

5 CIGNEX Datamatics Confidential www.cignex.com

CIGNEX Expertise in Liferay
A new Liferay website deployed everyday
Empowering Enterprises to use Liferay

13 years of Liferay Services
Developing, Deploying & Maintaining Liferay websites
Liferay Platinum Partner for 11 years
Global Services and Training Partner
17 years in Open source
7+ Awards including Partner of the Year, Community
Contributor and Innovation Excellence
60,000+ Sites
Built using Multitenant LR architecture
Unmatched Quality Focus
275 + Implementations on Liferay
200 + Certified Liferay Developers
Involved in product Beta release assessment
Liferay consulting and performance tuning services –
Code reviews, LR adoption for Digital Transformation
Broad Spectrum of Liferay Product support (L1-L4)
Intellectual Property in Liferay – Integrated Content
Management Portal (ICMP), Franchisee Management
Platform (FMP), Digital Engagement Platforms (DxEP)
100 + re-usable components & migration tools
1000 + Community posts, 7 Liferay Books
Quarterly Webinars
Joint Presentations with clients at LR symposium
Liferay DXP Cookbook ( First book on Liferay DXP
Implementation & Best practices)
CMMi level 3 & ISO 9001: 2015 certifications
Liferay Integrations
Java J2EE, Hadoop , Magento, CQ5,
Mulesoft, Forgerock, Drupal, Alfresco, SAP, AdobeFlex,
Moodle, IBM Cognos, Salesforce,
MongoDB, Oracle DB, MSSQL, MySQL
Why Enterprises pick CIGNEX
Avg. 6+ years deployment engagements on key Liferay
accounts – AON Hewitt, InterContinental Hotels Group, CISCO,
Daiichi Sankyo
5Liferay DXP implementations in progress and funnel of 7 DXP
implementation & upgrade prospects
Engagements with Top 10 BFSI Indian Institutions
Rapidly growing Robotics Process Automation arm – Working
with leading Indian banks
17 years of Global Delivery
Multiple engagement models – Onsite, offshore, near-shore
End to End IT management services- UI/UX, cloud & Mobility
Competitive and Quality resource costs for open source
technology & Ability to scale in niche skills
Other key services – Salesforce (CRM), Robotics (UiPath,
Automation Anywhere, iBridge (IP)) & Big Data

Liferay Support
20 + active support engagements in Liferay
24x7 Product, application and infra support
SLA based support models & Escalation Management

6 CIGNEX Datamatics Confidential www.cignex.com

Clientele

Manufacturing BFSI Healthcare Telecom Education

Education

Customer
Customer Service
Service Platform
Platform Document & Record
Patent RPA, MDM Customer
Customer Self
Self Service
Service Portals
Portals
Patent Search
Search Solution
Solution Contract System Automation Management Content Learning
Learning Management
Management Solutions
Solutions
B2B
B2B Ecommerce
Ecommerce Content Streaming
Streaming Platforms
Platforms Distance
Integration Risk Management Platform BPM & Automation Ticket
Ticket Management
Management Distance Learning
Learning
Integration Platform
Platform Insurance Quote Generation Learning & Training Channel Training
Training Solutions
Solutions
Records
Records Management
Management Channel && Vendor
Vendor Student
Collaboration Platforms Management Management
Management Student Portals
Portals
Marketing
Marketing Platform
Platform Smart
Employee Collaboration Smart Content
Content Solutions
Solutions
Professional Services

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 Portal,
Portal, Big
Big Data
Gaining Competitive Advantage Insurance
Insurance
Data

Insurance Company
$400 million US-based insurance company offering individuals with insurance coverage in the education, law enforcement, fire-fighting and
nursing sectors

Business
Business Need:
Need: Customers Key
Key Features:
Features:
Customers Insurance
InsuranceQuote
QuotePortal
Replace
Replace JSF-based
JSF-based legacy
legacy
Portal •• Standard
Standard platform
platform
Liferay – User , Permission UI Management across
insurance
insurance quote
quote system
system across all web
all web brands
brands
with
with aa digital
digital marketing
marketing Service Basic Information, Coverage, Drivers, Assign •• Shared
Shared content
content and
and
Service Desk
Desk
Internal Use, Quote, Bind Info, Billing, Forms reusable functionality
platform that;
platform that; reusable functionality
•• Increases
Increases web
web leads
leads
Employees Administrator
Administrator Corporate Data Access, Data - MongoDB •• Powerful
Powerful CMSCMS
••Provides
Provides an easy
an easy quote
quote functionality
functionality for
for each
each
submission
submission feature
feature to
to WSDL/SOAP/API
WSDL/SOAP/API Integration
Integration web brand - marketing
web brand - marketing
reduce call center costs
reduce call center costs team
team in
in charge
charge ofof
•• Reduces
Reduces shopping
shopping cart
cart content
Vehicle Information - CICS content
abandonment
abandonment
Quote Policy Rules - DROOL

Customer Toll-free Numbers - CTI

Benefits
• Competitive advantage with 500% increase in efficiency of quote creation
• Reduced quote creation time from 30 minutes to 5 minutes

8 CIGNEX Datamatics Confidential www.cignex.com

 Portal
Portal || WCM
Ease of Use through Standardization Insurance
WCM
Insurance Services
Services

US-based Affinity Services Group

Building member loyalty by creating, marketing and administering custom tailored insurance and non-insurance benefit programs,
Headquartered in California, 50+ years in business, 100+ clients, 250+ employees, revenues – US$50 million

Business
Business Need:
Need: Internal Users
(IT Admin, LR Developers)
External Users
(Insurance Clients)
Key
Key Features:
Features:
Standardizing
Standardizing all
all •• Veterans’
Veterans’ Insurance
Insurance
insurance
insurance industry portals
industry portals
SQL
Server 2008
Veterans’
Insurance Portal
Portal
Portal
on
on Liferay
Liferay Enterprise
Enterprise Copy Template
•• Diverse
Diverse Portals
Portals for
for
Edition
Edition Diverse Insurance
Various Insurance
Various Insurance
Industry Portals Industry
Industry Clients
Clients -- 9
9
Copy Templates
microsites
microsites for
for one
one ofof
Liferay 6.1 EE 33rdrdParty
Party
Integration
Integration
70+ Self-contained
Microsites
the clients
the clients
ss
•• 70+
70+ Self-contained
Self-contained
Active
Active
Admin
Portal
Microsites
Microsites within
within aa
Directory
Directory
Single
Single Homepage
Homepage
60+ Insurance •• 60+
60+ Portals
Portals based
based onon
Portals
Liferay 6.2 EE Liferay 6.2
Liferay 6.2
•• Admin
Admin Portal
Portal
Benefits
• Business – Ease of Use
• “Build once, deploy many” times using single page portal template
• Technology Modernization - Leveraging latest Liferay versions (6.1 & 6.2) as per evolving business needs

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 Solution Walkthrough - Technical & Business Functionalities

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Overview of the Proposed Solution, Services and Delivery model (1/2)
• NTUC plans to deploy a platform that acts enhance the application experience of Customer Service Officers (CSOs)
in Branch Services (BS) & Contact Centre (CC) using a unified single workspace, to resolve their pain-points e.g. :
logging into multiple backend systems.
• The overall goal is to help the various business users access all the key information they require and provide a
multitude of features that are essential to an effective digital content strategy.
• We understand the 3 key requirements:
– Need for single workspace view
– Increased productivity, better decision making and role-based personalization
– Consistent user experience that veils users away from complex legacy systems to enable modernization

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Overview of the Proposed Solution, Services and Delivery model (2/2)
• Going by the strategy identified by NTUC, we will
take a phased approach. Below are the 3 key
phases of the project that will be executed: Solution Architecture
– Identify a function to pilot a portal solution
to enhance the application experience
– Implement data & services prioritized by
business, those starting with minimal
backend development efforts
– Extend (add-on) services to be transactional
using e.g.: BPM, analytics. Re-iterate Steps 1-
3 with a new function

Agile – Delivery Model – Proposed

Considering the short timeline of the project and need
of complete visibility throughout we propose Agile for
this project. The key reasons we recommend Agile to
all clients – including NTUC – is because it provides
better control over the project and keeps visibility high
at all times.

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Scope for this Engagement
• Scope for ~2 month Pilot

Overview of deliverables are as follows

• Liferay platform set-up
• Functional Requirements: Branch Services & Contact Centre Portal
• Non-Functional Requirements: Search, Security, Cache, Monitoring & Single signon

• Overview of scope of works are as follows

• Installation and configuration on Liferay DXP
• Enterprise grade deployment and architecture of Liferay systems
• Design (UI/UX) and implementation for BS and CC Portal with mobile enablement
• System integration with Income Services (including middleware)

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Scope of Work and Assumptions
S/No Function Description
1
Two themes will be created for BS and CC Portal (Home page only). These will be responsive themes.
Wireframes and testing will be done for 2 screen layouts

o Medium - 480px - Mobile Landscape View

o Large - 720px – Tablet/iPad
Firefox will be the primary browser for testing. Sanity testing will be performed on all other browsers
UI/UX specified in NFR
2
Liferay Platform
set-up Out Of The Box Liferay set-up - Set up with 2 sites for BS and CC portal on a Single Liferay Instance
3
• Create custom Portlets to read and render data from web services
• Simple UI for Portlets for pilot phase
Service
Integration • We assume that Middleware will provide ready use REST services for consuming the data
4 Search Search will be as per Default Liferay DXP
5 Security Role Based Access Control provided by Liferay Out of the Box
6 Cache Caching will be as per Default Liferay DXP
7 SSO Integration with Siteminder SSO is considered in scope
8 VAPT VAPT testing for 2 IPs is in scope and will be done using Acunetix testing tool
9 Google Analytics
integration Integration of the portal with Google Analytics which covers standard reporting on usage of the portal

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Technical Stack
Type Product Name Version

Operating System Microsoft Windows Server 2012 R2

Operating System Red Hat Enterprise 7

Proposed Tools and Technologies:
Directory Microsoft Active Directory • Liferay DXP
• Elastic Search ( Bundled with Liferay DXP)
• HTML/CSS
Type Product Name Version • Angular (If required)
• Acunetix ( VAPT Testing Tool) –to be
Web-Tier Apache HTTP Server 2.4.x procured by NTUC/Income before the
project starts
Application-Tier Apache Tomcat 8.x

SSH Tectia ConnectSecure

Information Transfer 6.4 TLS
(client)

Microsoft SQL Reporting

Business Intelligence 2014
Service

Database MSSQL/MYSQl  
Testing Acunetix 11

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 Project Management Plan

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Project Time Lines
 Below is the project management plan for the Pilot phase. The execution model will be agile.

1 2 3 5 6 7 8 9 10 11 12 13
k k k k4 k k k k k k k k k
ee ee ee ee ee ee ee ee ee ee ee ee ee
w w w w w w w w w w w w w
Sprint 4
Resource Profile Location Count Sprint 0 Sprint 1 Sprint 2 Sprint 3 (Go Live &
Support)
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13
Tech Lead Ons ite 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Scrum Master/PM Offshore 1 1 1 1 1 1 1 1 1 1 1 1 1 1

Go Live
UX Consultant Offshore 1 1 1 1 1 1 1 1 1 1 1 1
UI Full stack Developer Offshore 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Liferay Developer 1 Offshore 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Liferay Developer 2 Offshore 1 1 1 1 1 1 1 1 1 1
Liferay Developer 3 Offshore 1 1 1 1 1 1 1 1 1 1
Infrastructure Support Offshore 1 1 1 1
Sr. Test Consultant Offshore 1 1 1 1 1 1 1 1 1 1 1

Onsite (@NTUC)
Offshore

17 CIGNEX Datamatics Confidential www.cignex.com

Project Risks
Risks that we see for the NTUC project are:
• Timeline is a high risk on this implementation and has been mitigated with adequate resourcing. Also we propose
AGILE methodology so that all stakeholders have complete visibility on project progress at all times.
• UI/UX requirements related risks are addressed by deploying full time UX consultant as well as a UI resource
throughout the duration of the project
• An architect level resource has been deployed as tech lead at NTUC onsite location to ensure there are no GAPS and
delays during execution
• Any major change in NTUC management associated with the project delivery may jeopardize the progress of the
project. This will be mitigated by Proper and timely documentation/signoff and delivery assurance
• Delay in system go live due to third party tool and product integration. Mitigated by detailed list of dependencies
and timelines post discovery phase
• Performance issues due to integration with third party products and tools. Benchmark performance testing on
Liferay OOTB and stub testing to isolate the case of performance related issues.
• Details of integration with the existing application not clearly known and can impact the overall timeline. As
understood the services APIs are available

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Project Phases
Project Phases + Deliverables (or Activities) Income CIGNEX
Environment Readiness/License
Procurement/Purchase of Acunetix License/All Resource Allocation and Mobilization
relevant access and Permissions/Pre- Kick off meeting
 Kick -Off designated SPOC for all approvals/VPN access Project Vision Document

Availability of SMEs
UX Approvals Development & Unit testing
UAT Support UAT
Sprint 0 Sprint Sign off Deployment

Availability of SMEs
UX Approvals Development & Unit testing
UAT Support UAT
Sprint 1 Sprint Sign off Deployment
Sprint 2
Availability of SMEs
UX Approvals Development & Unit testing
UAT Support UAT
Sprint Sign off Deployment
Sprint 3
Availability of SMEs
UX Approvals Development & Unit testing
UAT Support UAT
Sprint Sign off Deployment
Sprint 4 Administrative Training (Train the Trainer)/Change request
logs/KT plan execution report
Availability of KT team KT plan execution report
Pilot Sign off VAPT Testing report

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Proposed Project Team Organization Chart

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 Application & Infrastructure Support
Approach Unified Service Delivery

Delivery Philosophy Managed Services with NTUC Income

Delivery Locations CIGNEX Location – India

Scope for Application Support •CIGNEX’s Time Management System will be used to capture time on issues
Scope • Issue, bug and problem resolution •CIGNEX will provide support only to the applications developed
• Service requests by CIGNEX Datamatics.
• Patches for application •There is no travel required for this engagement

Applications /
Technology Enterprise Portal
Service Delivery Model

Supported
Service 9 A.M. – 6 P.M. IST (11.30am to 8.30pm SGT) Monday to Friday
Window

Resourcing Subject Matter Expert – 2 Liferay Resources from Offshore

Tools JIRA (Service Management)

Process
ITIL Aligned Processes, CMMi Level 3, ISO 27001
Layer

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Proposed Support Model : Support mode

Tools Sample Report

• JIRA (Web Ticketing)

Driven by Results
22 CIGNEX Datamatics Confidential www.cignex.com
Contract Price
PRICE SCHEDULE A
SOFTWARE LICENSES OF THE PROPOSED SYSTEM
(Inclusive of Performance Guarantee Period and System Warranty Period)

S/No Description Unit Quantity Unit Rate Amount

(S$) (S$)
           
1 Liferay DXP Subscription - Production Sizing 2
  1 (Up to 8 cores/vCPUs) NA NA 85,873
Liferay DXP Subscription - Production Sizing      
1 (Up to 8 cores/vCPUs)      
         
  Sub-Total (Item 1) :  
2 Liferay DXP Subscription - Non-Production        
  Sizing 1 (Up to 8 cores/vCPUs)   2     21,467
a) Liferay DXP Subscription - Non-Production      
b) Sizing 1 (Up to 8 cores/vCPUs)      
  Sub-Total (Item 2) :  
4 GST        
  GST (7%)       7514
           
  Sub-Total (Item 3) :  
TOTAL for Price Schedule A
   114854
CARRIED FORWARD TO PRICE SUMMARY

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Contract Price
PRICE SCHEDULE B

DEVELOPMENT AND IMPLEMENTATION OF THE PROPOSED SYSTEM

(Inclusive of Performance Guarantee Period and System Warranty Period)

S/No Description Unit Quantity Unit Rate (S$) Amount

(S$)
           
1 One time Implementation cost for the Pilot (including 2 weeks        176000
of warranty Support)
  Sub-Total (Item 1) :  176000
           
2 VAT        
  (Please specify details and use additional sheet if required)        
  Sub-Total (Item 2) :  
TOTAL for Price Schedule B
  176000 + VAT 
CARRIED FORWARD TO PRICE SUMMARY

24 CIGNEX Datamatics Confidential www.cignex.com

Contract Price
PRICE SCHEDULE C
OPTIONS - SUMMARY OF OPTIONS
MAINTENANCE AND SUPPORT SERVICES OF THE PROPOSED SYSTEMS

Item No Description Unit Qty Unit Rate Amount

(S$) (S$)
           
1 Application Support and Maintenance Services (Option to renew for year 2 and 3)    1    134400
 
(2nd Year renewal –
141120
3rd year renewal –
148176)
  (Proposal to provide detailed breakdown for all components)        
  Sub-Total (Item 1) :  134400
  Sub Total for 3 years 423696
2 Hardware and System Software / Hosting for all environments (e.g.: dev, UAT, prod, DR)        
  (Proposal to provide detailed breakdown of hardware cost and installation service)        
           
  Sub-Total (Item 2)-Year 1:  134400
  Sub-Total (Item 3)- Year1 (AWS) :  51985
  TOTAL for Price Schedule D  186,385

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 Q&A

26 CIGNEX Datamatics Confidential www.cignex.com

 Thank you

Contact Us

Sales: sales@cignex.com | Jobs – jobs@cignex.com | Others – info@cignex.com

www.cignex.com facebook.com/CIGNEXTechnologies twitter.com/cignex youtube.com/cignexglobal

CIGNEX Datamatics Confidential www.cignex.com

Recommended Architecture
Internet Facing
Load Balancer CDN
HTTP HTTP
SSL termination
Web Subnet 2
Web Subnet 1
Active
Directory Apache Web 1 Apache Web 2
S3 buckets

1
Web Service App Subnet 1 App Subnet 2
Document library
1..
Liferay Unicast Cluster
(JPG, PDF, etc)

Historical
Liferay 1
Liferay 2

data
Web Service..
n

VPN
VPN Gateway
Elastic Search Cluster
Production
Glacier
Connection (IPSec)
archive
NTUC Database Subnet 2
data center
Oracle DB Instance URL

Read replica
Replication
Oracle Snapshot Backup
Oracle RDS Multi AZ Oracle RDS Standby

Availability Zone – AP-Southeast-1a Availability Zone – AP-Southeast-1b

NTUC
CIGNEX Datamatics Confidential Asia Pacific
www.cignex.com
Production Site
 Internet Facing
Load Balancer CDN
HTTP HTTP
SSL termination
Web Subnet 2
Web Subnet 1
Active
Directory Apache Web 1 Apache Web 2
S3 buckets

1
Web Service App Subnet 1 App Subnet 2
Document library
1..
Liferay Unicast Cluster
(JPG, PDF, etc)

Historical
Liferay 1
Liferay 2

data
Web Service..
n

VPN
VPN Gateway
Elastic Search Cluster
Production
Glacier
Connection (IPSec)
archive
NTUC Database Subnet 2
data center
Oracle DB Instance URL

Replication
Oracle Snapshot Backup
Oracle RDS Single AZ

Availability Zone – AP-Southeast-1a Availability Zone – AP-Southeast-1b

NTUC
CIGNEX Datamatics Confidential Asia Pacific
www.cignex.com
UAT Site