CEOCIO Market Readiness Briefing

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CEO/CIOMarket ReadinessBriefing
04 and 06 December 2001
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Agenda

• Project Milestones
• Risks to Users
• Service Agreements
• Testing
• Training
• User Readiness
• Questions

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Critical Path
2001
2002
Jun
Aug
Oct
Sep
Feb
Jan
Dec
Nov
Jul
Mar
Apr
May
04/06/01
03/08/01
Go-live 13 May 02
We Are Here
JSE Design
06/08/01
19/10/01
JSE Business Process and Organisation Development
4/6/01
19/10/01
JSE Build and Test of
Technical
Infrastructure
09/07/01
31/03/02
22/10/01
18/01/02
JSE Build and Test of JSE Systems
(including system test)
Prepare and Execute Business Operations Proving
JSE/LSE Prepare and Execute
Integration Test

4/6/01
17/8/01
15/10/01
31/01/02
Design of JSE Front End Solution
Build and Test of JSE

Front End Solution
Design of JSE
Front
End Solution
13/04/02
1st DR
27/6/01
18/01/02
Design, Build and Test of Data Vendor / Member


Front End Solution
27/04/02
2nd DR
31/03/02
13/7/01
18/6/01
26/11/01
Draft Spec
Final Spec v1
Prepare and Execute Customer Test
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Key Milestones
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Risks to Users

• If any of the following deadlines are not met you
  will not be able to enter the live environment on
  13 May 2002
• Production Services Agreement signed by 31 Mar
  2002
• Conformance Testing successful by 31 Mar 2002
• Live Connectivity Test by 12 Apr 2002
• Participation in all Dress Rehearsals (13/27 Apr
  2002)

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Services Agreement Key Features

• The aim of the JSE Services Agreement is to
  manage the JSEs commercial relationship with its
  customers in an effective, efficient and
  consistent manner.
• Principles of the agreement are
• Equality for all customers receiving the same
  service
• Protection of JSE and JSE customers
• Clear management of the commercial relationship
  between parties
• Ensuring compatibility between commercial and
  regulatory relationship between parties (SECA,
  FMCA, JSE Rules and Constitution).
• Agreement currently deals with those services
  related to JSE SETS
• access to a test environment within which to test
  trading functionality
• access to a test environment within which to test
  receipt of InfoWiz information
• access to trading on JSE SETS.
• Eventually aim to include all JSE services into
  the contract.

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Services Agreement Key Features

• The enablement process for each section of the
  agreement is set in motion by the signing of the
  applicable service agreement(s)

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Testing Process
Testing Environment
Production Environment
Technical Readiness Test
Customer Based Test
Customer Development Service
Live Connectivity Test
Full Market Dress Rehearsal
Enable-ment
Enable-ment
Conformance Test
Mandatory
Optional
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Who Needs to Test?
31 March 2002
26 Nov 2001
Testing Environment
Production Environment
Technical Readiness Test
Customer Based Test
Customer Development Service
Live Connectivity Test
Full Market Dress Rehearsal
Enable-ment
Enable-ment
Conformance Test

• All Members
• Data Vendors

• Host to host Members (including all members
  installing servers in their offices)
• Data Vendors
• Software Vendors

Mandatory
Only software conformed on or before 31 March
2002 will be migrated to the production
environment for go-live in May 2002
Optional
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Training
The JSE will offer one free conceptual training
session per trader.
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Bookings can be made through www.jse.co.za
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JSE User Readiness Help desk
The JSE User Readiness Help desk will perform the
following functions

• User Readiness
• Field and route JSE User queries (related to JSE
  SETS and InfoWiz)
• Develop and post FAQs on the JSE website
• Maintain JSE User and Vendor contact details.
• User Enablement
• Field and route customer testing process and
  related queries
• Schedule customer test sessions
• Maintain a customer test schedule/calender and
  maintain details of those undergoing customer
  testing
• Assist with the distribution of USAPS and KEKs,
  maintain, follow up and store user enablement
  forms.

• The JSE aims to acknowledge receipt of all
  queries within 2 hours and to reply as quickly as
  possible.
• All non-JSE SETS and InfoWiz queries will
  continue to be handled by Business Support.

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Questions
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