Specific Financial Services Expertise

Sample of Client Experiences

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PROJECT MANAGEMENT

Manage high risk, complex projects from inception to completion

Identify financial and staffing requirements and allocate these resources appropriately

Critique and approve project business requirements and technical designs

Implement and ensure standard development / operational processes are employed

Communicate project status to all levels of the organization

Deliver results on-time and within budgetary constraints

STRATEGIC ANALYSIS

Define and evaluate current operations and/or technical environments

Identify potential opportunities to achieve short and long term organizational goals using new technologies and/or organizational structures

Develop plans to implement strategies to accomplish organizational goals

BUSINESS REQUIREMENTS ANALYSIS

Review available system and process documentation and data

Interview business users at all levels of an organization

Conduct review sessions to evaluate requirements against short and long term organizational goals

Deliver final business requirements specifications

TECHNICAL DESIGN SPECIFICATIONS

Review business requirements to identify key process components

Conduct frequent review sessions with systems personnel to compare approach and consistency with area's goals and standards

Conduct separate review sessions with business users to verify proof of concept of interfaces, reports and processing

Develop GUI, process, data, report and interface specifications

QUALITY ASSURANCE ANALYSIS / MANAGEMENT

Identify appropriate state of the art testing tools to assist an organization in its testing phase

Identify testing staff and hardware resources requirements

Develop a tracking methodology to note, report and resolve testing issues

Produce complete and precise sets of reproducible test scenarios

Work with business users to identify and resolve testing issues

VENDOR SELECTION

Develop Request for Proposal documentation based on user requirements, system specifications and organizational goals to evaluate vendors

Evaluate Request for Proposals responses developing competitive profiles for each vendor

Conduct interviews with vendors and their clients to assess product attributes

Provide an experienced and independent evaluation document for each vendor