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"Your knowledge of and insight into the industry and its vendors enabled us to build a very realistic business case, identify the best solution to meet our long term needs, and countless hours of investigation."
-William Fitting, Senior Vice President
AllFirst Bank |
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Top 100 Bank
Merger acquisition conversion
Developed Project Management Methods, working with multiple vendors and client, develop and maintain a Specific detailed MS Project Plan with mutually agreed upon tasks, resources, dates and durations.
Creation of Product Matrix – assign priority to identify final choice of product and workflow design.
Project Management – Oversee the bank deliverables and multiple vendors based on mutually agreed project timeline. Maintain Project Issues Log, Vendor Tasks, Meeting Minutes and Management Status Reports.
Status Meetings – Weekly Status meeting between client, consultant and third party vendors.
Prepare and provide regular written and/or verbal updates on milestones and budget status to all stakeholders, including the applicable Steering Committee comprised of corporate executives.
Procedures & Workflow – Assist staff in the review of current procedures and make recommendation as to common practices for front and back office workflows.
Software Parameters – Assist in the various system options, pro and con on the various option choices, document the decision process, review of Host Software Parameters & Verification that all parameters are converted/mapped according to client expectations.
Assist in development of a training plan for the acquired Bank front office and back office personnel. Review training materials and delivery methods.
Integrate the branch capture into the workflow, testing, piloting and oversee training the new workflow and manage the implementation process.
Risk Management – Identify and define project risks and establish procedures for monitoring and mitigating risks.
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