Holistic, transparent view of financial statements Global Expense Management system Driver-based Planning & Forecasting Global Investment Database with advanced Risk Analytics Modernize Capital Management Enterprise Financial Reporting & Dashboards. 

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Holistic, transparent view of financial statements Global Expense Management system Driver-based Planning & Forecasting Global Investment Database with advanced Risk Analytics Modernize Capital Management Enterprise Financial Reporting & Dashboards

Laser Focused on Outcomes Delivering New Capabilities over 2024-2026

Song: Style: (artist: danger twins) long song but just the verse as follows: “were doing this in style, its gonna catch your eye, something that you can’t deny, were doing this in style”

Driving execution within our predefined timeline, budgets and outcomes. 

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Driving execution within our predefined timeline, budgets and outcomes

Integrated program and workstream level dashboards driving timely delivery and defined outcomes

Formal governance and operating procedures to navigate project within budget and timeline

Integrated outcomes across BLUE, LDTI and PSI focused on end-to-end processes, project management/ interdependencies, and data/system requirements

Defined Data decisions making to ensure alignment  across the workstreams and business processes.

Coordinated testing program and strategy to drive consistency & quality

Digitized artifacts  propelling efficient collaboration

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Design Authority driving faster decisions at the right level

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Position to deliver new capabilities throughout 2024

What has BLUE been up to?. Design Workshops Agile Sprints + 2 MPVs/ POCs (Investment/ ERM) Hours of Coding (FP&A + A&R) Hours of Testing (FP&A & A&R) Blue Leadership & Open House Events. 

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Design Workshops Agile Sprints + 2 MPVs/ POCs (Investment/ ERM) Hours of Coding (FP&A + A&R) Hours of Testing (FP&A & A&R) Blue Leadership & Open House Events

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Aligned Blue’s deliverables with the LDTI, PSI and Unify  Program

Build Foundation to effectively execute Time| Budget| Outcomes. 

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Build Foundation to effectively execute Time| Budget| Outcomes

On-boarded dedicated team members & partners

Launched 4 of the 5  vertical workstreams

Creating the BLUE-PRINT Business Requirements + Technical Solutioning

Planning for Actuarial workstream to kick-off 2024

Planning. Design. Build & Test. Readiness |Deploy| Post Go-live Support. 

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Roadmaps- Approved Defined Outcomes & KPIs- Documented Steerco & Governance- Established Team Blue- On boarded Implementation Partners- On boarded Communications Program- Launched Rotation Program- Launched

Creating strong Governance, a dedicated team & alignment on defined success metrics

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A&R FP&A Investments/ ERM Ceded Reinsurance

Launched 4 of 5 vertical workstreams including the program level systems, data, process and people workstreams Aligned Blue with the LDTI program, PSI and PL Re’s Unify  Launched 1st MVP/ POC for the Investments/ ERM workstream

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A&R- WBD FP&A- Global Expense      Investments/ ERM (phase 1) Ceded Reinsurance (phase 1

4 of 5 workstreams have projects which have moved to the Build/ Test Phase

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A&R- WBD FP&A- Global Expense      Investments/ ERM (phase 1)

6+ week sprint to document Business Requirements in support of the A&R LDTI and FP&A- planning & forecasting projects (creating the BLUE-PRINT) Launched MVP2- Investments/ ERM  People Go-live Readiness program established

A&R- Accelerated Close Enterprise Capital Management Modernization

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PL's 1st Enterprise Financial Systems​- Finalized the Design/ began the Build   PL’s 1st Enterprise Investment Database- Delivered 2 MVPs ; on-track to deliver phase 1 in April 2024   Workforce Benefits Division- Finalized the build​   FP&A Planning & Forecasting- Finalized over 80% of the business requirements    LDTI Compliant Oracle Suite- Finalized over 80% of the business requirements   1st Global Chart of Accounts- Finalized the Design

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Ceded Reinsurance Automation (phase 1) – Delivered    New reconciliation process - Delivered   Actuarial LDTI Reporting prototypes- Delivered   People Service Strategy to support People Readiness, Go-Live and Post Deployment-        Launching in late December

Collectively driving our future state through the BLUE ROTATION PROGRAM and leveraging our Talented SMEs. 

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Collectively driving our future state through the BLUE ROTATION PROGRAM and leveraging our Talented SMEs

What’s to come in 1st Half 2024. 14. Upcoming Deliverables Making it Real…. 

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Workforce Benefits Division –Oracle Cloud Financials/Accounting Hub Global Expense Management – (phased: Q1 & Q2) Kickoff of Actuarial playbook Tailored & coordinated change, training and communications delivery per rollout. Refreshed rotation program offering short term upskilling/development opportunities Enterprise Finance Data Dictionary

LDTI compliant Oracle Suite – to support LDTI Dry Run 1B efforts  (June) Investments/ERM All Asset Data –  Phase 1 major release (April)

Gimme that sunshine – (artist: animal island);long song- just main verse “giimme gimme that sunshine, sunshine, gimme those good times, gimme nothing but good vibes, gimme that sunshine, bring on the summertime”..

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Designing OUR Future and Investing in our :     PEOPLE with a focus retention & growth   GLOBAL SYSTEMS Architecture   STANDARDIZATION of Processes- with a focus seamless handoffs   DATA & REPORTING- Infrastructure & Governance

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