DIGITIZATION PROGRAMS EXECUTION & IT PLATFORM SWITCH
Menu
Bank Salesforce CRM in Corporate, Commercial and Wealth Management Divisions
Our client, a universal UK bank used a Business Project team of 3 resources during 14 months on a time and materials basis for a variety of aspects of the bank Salesforce Programme. This had been successful to date because the BP team skills had been committed on the long term and knowledgeable both in the Salesforce product AND the Business understanding.
The BP team members were asked to project manage the Wealth Management migration and precisely:
• Analyse the differences between the Wealth version of Salesforce and the new bank standard
• Get agreement to the approach to resolving these differences (e.g. code changes, business process changes, user training etc.)
• Produce a project plan to cover all the activities in the migration
• Manage the plan to completion, defined as all the Wealth Management users on an agreed version of the Standard Salesforce platform.
Robo advisor for the Life-Insurance assets’ allocation of a major Private Bank
Our client, a Major French Private Bank, asked some support for the deployment of a robo advisor. Its objective is to diversify the assets in Life-Insurance portfolios and contribute to the decrease of investment on “Euros Funds”. The project was successful due to the expertise of BP resources in private banking product and processes as well as in order management IT functions.
The BP resources were asked to:
• Define clients’ use cases, scenarii and screens
• Define users’ functionalities and screens
• Define business and functional rules of the assets’ allocation engine
• Ensure the standard project management steps, including the strategy and run of the testing phase
Project management for a digital transformation program
Our client, a Swiss insurance company, requested the support of a Business Project team of 4 resources during 1 year on a time and materials basis for a variety of aspects of its digital transformation program. The program is still ongoing and the client wishes to re-conduct the collaboration with BP. This has been a success to date because the BP team skills have been committed on the long term and brought a skill set ranging from PMO mastering, IT systems expertise and deep knowledge of the industry.
The BP team members were asked to project manage different aspects of the digital transformation program and precisely:
• Manage projects according to objectives, deadlines, costs and with the defined quality level
• Engage with both internal and external projects’ stakeholders
• Gather knowledge from BP & Chappuis Halder experts for projects’ specifics needs and requests
• Report to a steerco composed of Top Executives, including C-level management
Previous
Next
Bank Salesforce CRM in Corporate, Commercial and Wealth Management Divisions
Our client, a universal UK bank used a Business Project team of 3 resources during 14 months on a time and materials basis for a variety of aspects of the bank Salesforce Programme. This had been successful to date because the BP team skills had been committed on the long term and knowledgeable both in the Salesforce product AND the Business understanding.
The BP team members were asked to project manage the Wealth Management migration and precisely:
• Analyse the differences between the Wealth version of Salesforce and the new bank standard
• Get agreement to the approach to resolving these differences (e.g. code changes, business process changes, user training etc.)
• Produce a project plan to cover all the activities in the migration
• Manage the plan to completion, defined as all the Wealth Management users on an agreed version of the Standard Salesforce platform.
Robo advisor for the Life-Insurance assets’ allocation of a major Private Bank
Our client, a Major French Private Bank, asked some support for the deployment of a robo advisor. Its objective is to diversify the assets in Life-Insurance portfolios and contribute to the decrease of investment on “Euros Funds”. The project was successful due to the expertise of BP resources in private banking product and processes as well as in order management IT functions.
The BP resources were asked to:
• Define clients’ use cases, scenarii and screens
• Define users’ functionalities and screens
• Define business and functional rules of the assets’ allocation engine
• Ensure the standard project management steps, including the strategy and run of the testing phase
Project management for a digital transformation program
Our client, a Swiss insurance company, requested the support of a Business Project team of 4 resources during 1 year on a time and materials basis for a variety of aspects of its digital transformation program. The program is still ongoing and the client wishes to re-conduct the collaboration with BP. This has been a success to date because the BP team skills have been committed on the long term and brought a skill set ranging from PMO mastering, IT systems expertise and deep knowledge of the industry.
The BP team members were asked to project manage different aspects of the digital transformation program and precisely:
• Manage projects according to objectives, deadlines, costs and with the defined quality level
• Engage with both internal and external projects’ stakeholders
• Gather knowledge from BP & Chappuis Halder experts for projects’ specifics needs and requests
• Report to a steerco composed of Top Executives, including C-level management
Previous
Next
