Project Management & PMO

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PROJECT MANAGEMENT & PMO

Do you have a project or programme management position to fill or do you need competent project management support in general? Or are you looking for a strategic partnership to fill your project portfolio with qualified project managers at any time and at short notice?

We can provide you with entire project or programme management teams or a project management pool, also as managed capacity.

We are familiar with the project approach of our clients.

Selected references

Success Stories

Project Management

Digitalisation Credit Approval for a Swiss bank

Project management for the realisation and rollout of a digital credit approval process.

Digitalisation of the entire credit approval process for private and corporate clients. Web-based workflow system (APEX) incl. step model for approval, overall customer view, DMS with capturing platform for digital and analogue inputs, flexible decision maker selection, absence management.
Full data integration with Core Banking
Consideration of data protection/IT security restrictions
Stakeholder management, reporting, risk and issue management, training and rollout

E-asset management for a Swiss bank

Project management for the development of a stand-alone online/mobile wealth management service to complement the wealth management product universe.

Product goals: Self-service product, low entry threshold (CHF 5k), customisable (thematic focus, regional focus).
Deliverables: Two new web applications (Online & Mobile VV Focus), conception & implementation design / UX, product website, integration mobile banking applications, process automation, management via Core Banking.
Consideration of data protection/IT security restrictions
Stakeholder management, reporting, risk and issue management, training and rollout

Online Banking for a major Swiss bank

Digitalisation of credit card inventory and transaction data in online banking – from the definition of the customer journey, to the rollout and monitoring of the customer experience for a major Swiss bank.

The project was part of the Global Front Solutions Programme and Credit Card Strategy:
Overall responsibility for project and programme management for an internationally composed team
The close cooperation with the global product management, the legal & compliance department as well as the corporate communication team enabled a smooth introduction.

Risk management training, Swiss Stock Exchange

Conception, creation and implementation of a one-day, company-wide project risk management training to improve competences, methods and tools for project risk management.

Project Risk Management Planning
Project Risk Identification
Project Risk Assessment
Measures Planning
Monitoring, Controlling & Reporting
Project risk management in the context of solution delivery approaches (waterfall, scrum, hybrid)

Online Banking for a Swiss bank

IT project management – Successful implementation of a preview with background information and financial ratios for selected securities.

Clarify the requirements with those affected from the business, IT and legal departments.
Developing solution options including their advantages and disadvantages for informed decision making
Stakeholder management: Definition of requirements and coordination of solutions with representatives from business, IT and the legal department Implementation of the selected technical solution by means of prototyping and taking into account various integration environments
Coordination, integration and rollout of the new ‘Preview’ functionality in various applications

Online Banking for a Swiss bank

IT programme management and task force leadership for an e-banking solution programme with seven projects.

Defining the structure and process organisation of the programme in close cooperation with the business and IT project managers
Coordinating the scope of tasks and the schedule with the project managers and communicating at senior management level in a way that is appropriate for the recipient
Stakeholder management between the numerous solution owners on the business and IT side within and outside of the e-Banking solution
Leading two task force teams in the wider programme environment to minimise programme risks

Wealth Management self-servicing for a Swiss bank

IT project management in Wealth Management – introduction of a new service and pricing model for securities deposits.

Project management and overall responsibility for all IT delivery objects
Successfully implement all necessary changes to the pricing solution and the affected solutions in the core banking system
Successful launch of the new product offering while adhering to the exceptionally tight timelines and budget

Wealth Management business integration subsidiaries for a Swiss bank

Project Management Business Integration in Wealth Management – Integration of Asset Management Mandates of Foreign Subsidiaries.

Project setup and management of the implementation of an analysis project for the integration of asset management mandates of foreign subsidiaries into the Swiss core banking system in compliance with regulatory requirements
Stakeholder management and coordination of requirements with internal and external stakeholders
Content review and quality control of delivery results

Online Banking for a Swiss bank

IT Project Management – Successful implementation of a cross-domain solution for the display of context-sensitive sales & marketing campaigns.

Forming a motivated, strong implementation and cross-domain project team (including sales & marketing, content management, online banking) consisting of business representatives, analysts, developers and testers
Stakeholder management between the IT and business representatives to coordinate the requirements and technical solution options, including the process description for future operations.
Elaborate and implement the chosen solution option

Online Banking for a major Swiss bank

Optimisation of the customer journey in online banking with regard to usability, design and content.

Overall project responsibility and leadership of an international project team (core team 8 people, overall team 15 people)
Structured collection of customer opinions from answered questionnaires, online feedback forms and business analyses
Evaluate the feedback and develop a list of measures agreed with all affected areas on the business and IT sides.
-Implementing the agreed improvement measures on time and within budget

PMO

Programme PMO Post Merger Integration of two European Stock Exchanges

Definition, set-up and operation of a programme PMO for a project portfolio of more than 40 business and IT projects in the context of the business integration of two European stock exchanges.

Set up and monitor the planning along milestones of the overall programme, taking into account the individual business unit requirements in and outside Switzerland for the synergy/potential assessment, the development of the target operating model and its implementation.
Continuous coordination and further development of the planning with key stakeholders of the migrated companies
Definition and implementation of information and communication strategy (e.g. to ExB, STC, MC) and stakeholder management
Risk and Issue Management

Programme PMO Post Merger Integration of two European Stock Exchanges

Establishment of management framework and programme planning as well as validation of synergy potentials and determination of the TOM for the business integration of two European stock exchanges.

Define and establish the project management framework incl. planning, procurement, risk management, reporting, decision making etc.
Creation of a comprehensive Transformation Runbook (TRB)
Validation of synergy potentials (cost reduction, growth etc.)
Determination of the target operating model by means of capability modelling and implementation planning (TOM stages)

PMO Transformation Programme for a Swiss bank

Establishment and operation of a programme PMO for a comprehensive, international transformation programme.

Business areas: Asia, asset management and advisory, channels, partners, other projects
Reporting at programme level to ExB, BoD, FINMA Coordination of meetings, task management, risk management, alignment and dependency management, SharePoint, ad hoc requests within the programme.

PMO International IT Transformation Programme for a Swiss bank

Establishing 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 information and communication strategy (e.g. to ExB, STC, BOD) and stakeholder management
Reporting to 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
This Office programme was built with the aim of supporting the programme to replace a scanning solution and optimise the archiving processes of customer and customer advisor communications.

PMO Scanning/Archiving for a Swiss bank

Establishment of a Programme Management Office.

This programme management office was built with the aim of supporting the programme to replace a scanning solution and optimise the archiving processes of customer and customer advisor communications.

PMO E-Banking & Mobile Banking for a Swiss bank

Establishment of a Programme Management Office.

Establishing and operating a programme management office to support the e-Banking & Mobile programme with a focus on cost forecasting, cost and progress control.

Establishment of a strategic programme management office

A strategic programme management office was set up with the aim of ensuring that the application landscape is free of sensitive customer data in an international environment.

Establishment of a Project Management Office

Establishment and operation of a PMO to increase efficiency and quality assurance of project life cycles in an IT organisational unit.

Project Portfolio-/Program-Management

Programme Management Claims for a Swiss insurance firm

Designing, setting up and managing a programme consisting of 4 projects. The projects realised various business benefits mainly in the industrialisation/automation/Digitalisation area. These included among others:

Conceptual design and implementation of a highly automated workflow across different IT platforms (web server; incoming document processing; claims application) for incoming claims notifications
Implementation of workflows, screens and reports for supervision and monitoring of personal injury cases
Conception and introduction of a load balancing mechanism for the distribution of claims to be processed across various claim centres throughout Switzerland.

Replacement of the core banking system of the big Swiss bank and 300 commercial banks

The programme aimed to replace the core banking system for about 300 commercial banks. The impact of this migration on the business processes and regulations as well as the banks affected by it and the associated training needs, and other migration-related preparations, were ensured through a number of committees and processes.

Operationalisation of the structure and process organisation of the Change Enabling Board (CEB)
Handover to the line organisation after successfully established operationalisation
Take over operational management and overall project management of the Enabling Factory, which ensures readiness for the introduction of the new core banking system
Management of the Special Projects & PMO stream in the sub-project, including the task of setting up the infrastructure of the regional classrooms for the purpose of training around 1,800 bank employees throughout Switzerland.
Structure of the programme PMO (reporting and change management)

E-Banking for a major Swiss bank

Migration of the entire e-Banking front-end solution to a new style guide including various new features such as user-specific entry pages, task message box, customer-specific teasers, new payment flows and GUIs, process and function navigation (left and top), etc. In parallel, 36 new servers had to be ordered and set up for 4 environments (DEV, TE1, TE1, Prod), including the necessary service and login infrastructure.

Stakeholder request, project management planning, definition of the programme roadmap, reporting and programme governance, business – IT coordination, release planning, risk and issue management
Ensure project documentation (call for sub-projects)
Drawing up the specifications for the strategic portfolio management solution including resource and capacity management

Records Management for a Swiss credit card institute

Programme management for the construction/delivery of all new archives.

Archive for electronic records (e.g. client output (OnDmand), basic documents (Opentext))
Physical documents
New scanning solution (KOFAX)
Archive of customer relations

Project portfolio management for public administration

Establishment of effective project portfolio management: overview thanks to central control of the project portfolio.

Establish a uniform approach in about 10 administrative units
Introduction of a pilot installation based on MS SharePoint and MS Excel
Drawing up the specifications for the strategic portfolio management solution including resource and capacity management

Project Portfolio Management Swiss bank

Further development and professionalisation of project and portfolio management for a Swiss bank as a whole.

Identification of improvement potentials for project portfolio management and cautious improvement of the, among others, updating and adaptation of templates, introduction of supporting tools and software for planning and simplification of reporting processes
Monthly portfolio reporting for decision-making bodies, answering queries to the PMO or creating ad-hoc evaluations and presentations
Onboarding and mentoring of project managers, deployment as project manager and for deputising for multi-project managers

E-banking Project Portfolio Management Major Swiss bank

PMO for the entire “E-Banking & Mobile Banking Roadmap” portfolio as well as the individual programmes.