(A)Synchronous dilemma TWS ad 1 Old (Asynchronous) UDM (Synchronous) MF: Prep Data MF: Init...

(A)Synchronous dilemma

TWS ad 1

Old (Asynchronous) UDM (Synchronous)

MF: Prep Data

MF: Init Filetransfer FT-tool

Transfer OK

Transfer

ETT

TWS ad 2

AIX: Process Data

TWS ad 1

MF: Prep Data

MF: UDM

AIX: Process Data

Scribbos at Van Lanschot

Paul van de Wiel, IT Architect

Amsterdam, august 19 2010

A short update

© Van Lanschot Bankiers 2010 3

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Intro

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Agenda


Van Lanschot en haar labels

Opgericht in 1922

Sinds oktober 2004 onderdeel

van Van Lanschot Bankiers

Speciaal voor: Medische sector

Opgericht in 1903

Sinds 1 januari 2007 onderdeel

Van Lanschot Bankiers

Speciaal voor: Institutionele belegger Verenigingen en stichtingen

Kernactiviteiten Vermogensbeheer Multi Management Fiduciair Management Orange Funds Corporate Finance Securities

Opgericht in 2007

Speciaal voor: Top-vermogenden met

complexe financiële

vraagstukken

Kernactiviteiten Vermogensstructurering Financiering Vermogensadvies Vermogensbeheer

Sinds 1737

Private Bank voor vermogende

particulier vanaf € 250.000,- vrij

belegbaar

Speciaal voor: Directeuren-grootaandeel-

houders en hun onderneming Hoogvermogenden Business professionals Executives

Kernactiviteiten Vermogensstructurering Financiering Vermogensadvies Vermogensbeheer

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Enige dedicated Private Bank die breed aanwezig is in de Nederlandse markt

Volledig onafhankelijk

Enige bankbedrijf in Nederland met eigen trustactiviteiten

Ervaren private bankers, business bankers en beleggingsspecialisten die opereren

in teamverband

Vestigingen in België (7 kantoren), Luxemburg, Zwitserland (2 kantoren) en op

de Nederlandse Antillen; representative offices in Zuid-Frankrijk en Spanje

Ruim 2.000 medewerkers in binnen- en buitenland

Grootste aandeelhouders

Delta Lloyd 31%

Friesland Bank 25%

LDDM Holding 11%

ABP 12%

Waar staan we nu?

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Intro

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Marketing & Communications Department

- The Marketing & Communications Department interfaces a lot of personal data and used a wide variety of methods:

- CDROM/DVD, - encrypted zipfiles over mail, - sftp, - ftp

- Marketing & Communications is a dynamic environment- they do business with many small companies on an ad-hoc basis- challenging deadlines- but data must be transferred securely at all times

Why Scribbos?Direct cause

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Board of Directors

- Communicate very confidential information- communication with Board of Commissioners, which don’t have VL email nor Blackberry- communication with external companies and institutes like DNB, AFM

- Current usage of encrypted PDF’s is not user-friendly and time consuming


The Scribbos solution met our requirements:- End to End secure communications of files with external parties- Easy to use User Interface- Easy to add new companies or users- Comply to Van Lanscho’ts Security Policies

Why Scribbos?Why Stonebranch

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Furthermore:- Scribbos fits Van Lanschot Architecture- Stonebranch provides Scribbos as a Dedicated SaaS and promised they could deliver quickly- Stonebranch track record within Van Lanschot


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Contract signed on June 3, 2010

Scribbos up and running the same week, but . . .

1. Domain name needed to be changed: EMAIL.VANLANSCHOT.COM2. Scribbos needed to be customised3. Van Lanschot organisation must be prepared

We finished the first two steps . . .. . . and are currently in a Pilot phase with a handful of users.

Status

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1 Domain name email.vanlanschot.com

Stonebranch deployed our dedicated SaaS environment at vanlanschot.scribbos.com.

Required steps:- Changing DNS configuration at our Internet Provider- Generating new certificates

Status

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2 Scribbos customisation

In Scribbos about 20 texts need to be changed- Scribb notification message- Scribb notification subject- Scribb email notification email address

This took quite some time due to the following reasons:- The Van Lanschot textwriter had problems interpreting the initial texts- The Scribbos customisation guide was not 100% clear- Changing the Scribb Email Notification Email Address into [email protected] proved

problematic. Our mail gateways dropped all emails sent from our Scribbos environment.

Status

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3 Van Lanschot organisational impact

Although we chose the Dedicated SaaS solution and didn’t have to deploy the infrastructure we still have organisational impact that needs to be addressed before we can continue the roll out.

- Support of Associated Users: Our Client Desk? Our IT Service Desk? - Documentation for Associated Users and Regular Users- Final Approval of our Compliance Department

Status

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Enhancement requests

Scribbos looks fine but we have found some enhancement requests:

1.Audit ability & Message expirationWhen a message expires it is physically removed. Van Lanschot wants the messages moved to an archive for audit purposes.

2.Look & Feel- Theme & Skin should be customizable so it fits with our branding- Two links on the Scribbos screens should be removed: Join Scribbos and Support

Status

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Agenda


Questions

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