Project management und Business Transformation

Agile Transformation, Agile Projects & Business Agility

With our service expertise in the area of agile transformation, agile projects and business agility, we provide you with comprehensive advice on the further development of a successful and efficient lean agile organisation.

We draw on over 20 years of comprehensive understanding and experience in project and programme management in the financial services industry to help you construct your “self-learning organisation”.

Project Management und Business Transformation

Learning agile, doing agile, being agile

Establishing realistic goals and approaches from defining initial metrics, piloting in individual areas/processes/projects to achieving a comprehensive agile organisation including business agility.

  • Support/buy-in from stakeholders and employees
  • Forward-looking management of change
  • Use of effective methods and appropriate tools
  • Early anticipation and mitigation of existing risks and issues
  • Monitoring the progress of the agile transformation and the success of the agile projects
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Selected references

Success Stories

Agile transformation at a Swiss bank

New Way of Working (NWOW) prototype implementation based on Agile principles and methods.

  • Supporting the project management in setting up a Cross Functional Team (CFT), including consulting, training and coaching of the CFT and the Management Sponsoring Team.
  • Definition of the prototype setup, the methodology used and the evolutionary development of the underlying blueprint.
  • Creation of a concept for the iterative procedure during prototyping
  • Establish prototype governance based on transparency of delivery speed, delivery reliability, customer satisfaction, throughput and team stress levels.

Investment Management System for a Swiss bank

Project management, business analysis and agile solution development for the realisation of a new platform for investment management with the aim of providing scalable asset management mandates with guided tailoring.

  • Documentation of business requirements in Switzerland and Singapore
  • Development of prototypes for the calculation of target asset allocations and model portfolios based on guided tailoring
  • Developing solution approaches together with the solution architecture
  • Creation of epics, features and stories for refinement and backlog prioritisation
  • Validation of the implementation
  • Client Book Analysis to migrate legacy mandates to the new Guided Tailoring mandates.

Strategic Workforce Planning

Development of a software for strategic workforce planning and on the development of the comprehensive management topic as a strategic value stream incl. the associated target operating model.

  • Define and establish a project procedure according to an agile framework (Scrum) while adhering to classic project governance (hybrid approach)
  • Project Management & Agile Coaching
  • Performing the (proxy) product owner role (epic & user story definition, backlog management, sprint & release planning)
  • Definition of the MVP with close involvement of the project sponsors, business stakeholders & future end users
  • Establish a consistent prototyping approach (UX/UI design) with user feedback
  • Definition of the specifications for agile user story testing
  • Definition and step-by-step development of the new value stream (according to SAFe) and implementation of the associated target operating model

Swiss Stock Exchange: Client tax statements

Agile project delivery for the market positioning of a new service for client banks: realisation and rollout of a solution for a detailed, regulation-compliant tax report for foreign bank clients.

  • Project takeover and successful turnaround (stakeholder, communication, planning and controlling failures)
  • Management of the project to implement an IT system for the production and distribution of client-domicile-specific, detailed and regulation-compliant tax reports for foreign clients with assets in Switzerland
  • Responsibility for implementing the required IT adjustments within the Swiss core banking systems and interfaces in accordance with cross-border regulations and Swiss banking secrecy

International IT transformation programme (agile and classic projects) for a Swiss bank

Establishment and operation of a PMO to ensure the success of an IT transformation programme with agile and classic projects with international participation of the business divisions Asia Wealth Management & Advisory, Channels & Partners as well as consideration of other projects.

  • Definition and implementation of the communication concept to all stakeholders internally (including STC, ExB, BoD) and externally (including Finma).
  • Administration of the PM framework for agile and classically managed projects within the programme incl. SharePoint, task management, project planning, monitoring and milestone tracking, escalation

Private Banking Multi-Channelling for a major Swiss bank

Business consulting for the revision and implementation (agile) of a new customer journey telephone services for Swiss Private Clients as the biggest volume driver for the existing product.

  • Gap analysis of the previous business requirement and definition of the target end-to-end process, define user stories in the backlog together with IT, applications support and product owner
  • Tracking in JIRA to ensure backlog management for Agile Development
  • Planning, leading and facilitating workshops with all participants to define the new process from happy flow to error handling to the exhibition of banking products
  • Creation and coordination of the end-to-end roadmap
  • Improvement of existing defect process
  • Define the future onboarding process for staff clients to receive their banking bundles after being onboarded.
  • Feasibility analyses on various topics

Project Management & Business Transformation

Project Management &

Project Management & PMO

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Business Transformation & Change Management

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Project Assessments & Turnaround Management

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Professionalisation Project Management & Governance

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