Project Management & Agile Mode

Business Case: Banking Industry - Leader Group

BUSINESS CASES

Monica Montout

7/14/20232 min read

low angle photo of curtain wall building
low angle photo of curtain wall building

KEY OBJECTIVES

The main objectives of the mission are to streamline and converge compliance controls within one single tool to ensure efficiency and standardization. The focus is on simplifying the certification process and eliminating redundant activities. By consolidating all compliance controls in a single tool, the mission aims to improve efficiency and reduce the risk of errors or inconsistencies.

Additionally, by eliminating redundant activities, the mission aims to save time and resources, allowing for a more streamlined and effective compliance process. Standardization is also a key goal, ensuring that all compliance controls are aligned with industry standards and best practices. Through these efforts, the mission aims to enhance overall compliance management and optimize operational effectiveness.

MISSION

Full-time consultant within the customer office during 2 years

  • Following up the project (tasks overview & follow-up in JIRA) Prepare the documents for the workshops

  • Reporting to the management the progress of the project

  • Collaborate with the Project Teams

  • Identifying the risks and attention points

  • Prepare the documents for the steering committees with the Sponsor & Product Owner

APPROACHES & KEY COMPETENCIES

  • Transversal Management

  • Agile Methodology

  • Follow-up into JIRA tool

ONBOARDING

  • 800 entities are concerned

  • 10 000 users to be onboarded

  • Ramp up of new members within the project

ACTION TAKEN

Step 1 : Organisational mapping

  • Establishing a governance describing the role & responsibilities of each actor

  • Circularizing the conception of governance & comitology for approval to each actor

Step 2 : Set-up of instances

  • Defining the instances per typology (Every week, 6 weeks meeting)

  • Leading advisory committees with operational actors to brainstorm all possible hypothesis

Step 3 : Open actions

  • Chasing the actors to solve all open points until they get closed

Step 4 : Budget Follow-up

  • Participate to the buildup of budget process until validation

Step 5 : Change Management

  • Communication during all project phasis (Key Achievements, Next steps & Results)

  • Training Session: Ensure that all employees who are performing controls & using reports are well trained to handle the new process

POTENTIAL RISKS

  • Ensure the onboarding of all entities regards to what it has been defined

  • All entities must be onboarded before end of 2023

  • Ensure the capacity of the targeted tool regards to the number of users

SOLUTION TOOLS

  • SharePoint

  • JIRA

  • ARIS/IRIS

  • FACT

  • Risk360

  • BEACON

  • Including local tools

KEY PERFORMANCE MEASURES

  • Evaluated & improved KPI-based performances.

► Track records: From 2021 to 2023, user numbers have doubled within the single tool

CUSTOMER BENEFICES

  • Outsourcing offer while internal budget is no available

  • Providing high quality consultancy services