
• 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.
• 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
• 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
• 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.
• 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
• 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