Banking full cycle project management for a major banking group to meet
tight deadlines resulting from CEO's promise to Wall Street.
Responsibilities encompassed the entire e-Commerce implementation
including a multi-vendor selection process (user interface, application
engine, hosting, bill pay service, and content management) through pilot
and roll-out. In addition to serving as Project Manager, dual-roll as
I/T Team Leader. Included bill payment roll-out as a new product
offering for the bank.
Result: a seemingly impossible deadline was met, on-time and under
budget. Subsequent internet banking projects included merging the
activity from new acquisitions, implementing small business on the web,
channel of origination tracking, and a 401(k) initiative, much
selection process for a NYC based bank seeking to implement Web Cash
Management to corporate clients.
Result: Creation of a structured roadmap to support this new product
initiative including business requirements (definition, review,
sign-off), mapping requirements to functionality, back-office
interfaces, RFP creation, proposal evaluation, and decisioning.
Design of an
Internet Based Wire Transfer module for a cash management system vendor
and its banking client, a major US bank. This involved culling user and
operational requirements, documentation, approval and sign-off utilizing
subject matter expertise covering general banking and payment
Result: FTPs deliverables were completed on-time and on-budget. The bank
rolled-out this new offering to the delight of its client base and the
vendor offered web-wire functionality as a revenue generating module
within its cash management product.
and wire transfer Operational Performance best practices
analysis for a top five US
financial institution. This incorporated departmental and business
partner interaction, documenting the workflow, and identification /
analysis of redundant processes.
Result: detailed findings and implementation of actionable items to
improve productivity, including system changes, operational realignment
and consolidation to support process improvements.
Engaged by a
major US bank for Merger Consolidation as subject matter expert for
their domestic and international wire transfer business. Encompassed
requirements definition, gap identification, system consolidation
mapping, flow analysis and enhancement development specifications.
Result: best practices model was created with business requirements
mapped to correct end-state solution.
global investment bank in SWIFT System Selection by performing the
research, identifying candidates, and specifying requirements. Created
the RFI, documented and assessed the findings.
Result: fact based decision at senior levels supporting consolidation
and intercontinental implementation.
Service Level Agreements between operations and technology for a US
Result: the SLA process was re-created resulting in the agreements being
tightly coupled to performance and an accountability matrix.
Analysis for a major bank covered seven years of multiple contracts and
numerous amendments to determine applicability and consistency with
Result: contract re-negotiation road map to yield benefits in the six
taught an International Operations Course at a bank.
Result: program's content and energy elicited attendance spanning
clerical through SVP levels across functional channels.
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