Projects

Financial Inst.

Project A - Client Scenario
Branches of a major Canadian institution did not have Internet access and as a result could not provide adequate customer service.

Facilitated senior management workshop to determine the connectivity requirements of all branches across Canada in order to provide branch staff with Internet access. Scope included identifying the problem and defining the technical solution.  

Project B - Client Scenario
in order to improve its image and competitiveness a major Canadian banking institution needed to improve its customer service processes.

Facilitated workshops with senior management of the information systems and network technology organizations to identify gaps in current branch, customer services processes, defining solutions and determining how to interface these with current systems.  Scope of assignment included brainstorming ideas with cross-functional groups, reaching consensus, consolidation of results, high-level process mapping and final report.

Project C - Client Scenario
A new $1.75MM initiative was underway to replace the existing Cost Allocation application which was spread across multiple platforms and data bases.  A significant, politically sensitive process supported by an Access database was not well understood and not documented, hindering the ability of the project team to convert to the new system.

Established relationships, set expectations and facilitated and coordinated the review the Cost Allocation processes in the Access Database environment, ensuring all feeds, timing, macros, interfaces and reports were well understood and documented to the satisfaction of the VP Technology.  

Project D- 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.

Project E - Client Scenario
A software developer of congruent billing systems for the telecommunications industry lacked a consistent approach to application development.  This compromised the core product and client customization resulting in inefficient development practices.  Dissatisfied clients insisted on introducing a standard project management methodology.

Facilitated workshops in customized project management methodology for information systems professionals (programmers, analysts and managers).

Basel-II

Risk & Control Self-Assessment

Risk Event Data Collection

Risk, Control and Compliance Management

Sarbanes-Oxley (SOX)

Internet Access

Customer Service Process

Cost Allocation Model

Portfolio Management

Congruent Billing System

Role:

Project Management

Facilitator

 

Mentor

 

Workshop leader