Projects

Pension

Project A - Client Scenario
A new $20MM initiative was underway to replace the existing Pension Administration System, servicing all health employees in Canada, with a new state-of-the-art application and technology. The current business processes were not clearly understood to enable an assessment of the impact of the new application.

Led a project team to identify and map out major pension benefit processes. The project, which doubled in scope, was completed within the initial schedule allocated and under budget. Utilized process improvement methodologies, facilitated process mapping and problem identification to determine short-term efficiencies and reengineering opportunities. Provided coaching in teambuilding, interpersonal skills and leadership competencies to Project Manager and team members.

Conducted analysis of current process and system inefficiencies. Managed 6 full-time teams and mentored the Project Manager.

Project B - Client Scenario
The implementation of Thomson Financial Investment Management applications - Portia and OpenTrader at a cost of $5MM would replace the existing Portfolio Management applications and processes with new state-of-the-art technology. The current business processes were not clearly understood to enable an assessment of the impact of the new application.

Facilitated a team of 5 full-time senior managers in analyzing the impact for conversion of the internally managed securities with a market value in excess of $12 billion, including equities, bonds, money markets and derivative products. Mapped the major processes, identified overlaps with the new system, gaps and redundancies.