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  • 1. Global Trade Solutions Global Trade SolutionsGTS – A global integrated trade solutions organization – A to thrive. A journey to achieve the excellence…helping our clients concept GTS – A global integrated trade solutions organization.Executive Education: Post Graduate Diploma in Organizational LeadershipProduced by: Kaushik Pramanik (DOL0918)Date:- 01-Oct-2009 Produced by: Kaushik Pramanik Date: 01-Oct-2009 Slide 1
  • 2. Global Trade Solutions: Global Organization and Global Solutions Entry point.. Banking in New Normal. Summary of Challenges. Build Global Trade Solutions. Global Trade Solutions Concept. Global Trade Solutions Big Picture. Global Trade Solutions Strategy. Global Trade Solutions Organization Structure. Global Trade Solutions Governance. The End.
  • 3. Global Trade Solutions: Global Organization and Global Solutions Today‘s New Normal Lehman Brothers and many companies were bankrupted over last 20 years. World war II. Major crisis comes every 3-4 Last 20 Years years. Next crisis is due on 2011- 12? We only think for 2-3 years. Our ancestors were better on handling crisis. What to do next ?
  • 4. Global Trade Solutions: Global Organization and Global Solutions.. Summary of Challenges..1 Challenges/ Issues Integrated high performance trading across regions, divisions (IB, PB & AM) and asset classes will enable us to fetch multi billion dollar business in the bank, increase our shareholder’s value and help our clients to excel. Highly integrated, global, state of the art, reliable, functionality rich, sustainable & extendable trade solutions across asset classes and regions can help a bank to grow organically across the globe. RMs, AMs and EAMs are unable to exploit IB trading solutions because of disintegration. Huge technical complexity reducing the organic growth of our business across the locations. High number of standalone regional solutions increasing business operational cost and complexity. Centralized focus to develop integrated trade solutions, which will serve reusability and long-term sustainability and help the bank to move inch by inch towards the most renowned bank in the world. Increased dependency on vendor solutions hindering us to build our own solution asset which will serve the long-term purpose and reduce the cost.
  • 5. Global Trade Solutions: Global Organization and Global Solutions Summary of Challenges..2 Challenges/ Issues Different trading systems used by IB, PB and AM for same asset classes across regions and divisions resulting high deployment cost and development cost. Absence of central strategy, architecture, approach and organization for core trading domain in IT and Business across regions and divisions hindering structured decision making process and control. Switzerland IB IT and business is aligned with America and EMEA, resulting no regional interest across divisions have taken into consideration as part of integrated bank initiative. Divisional interest is getting higher priority over integrated solutions and overall long-term position of the bank. High technical difficulties in Global Front Solutions due to many trading applications at behind, which is increasing the overall complexity in a long run rather than reducing it . Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 5
  • 6. Global Trade Solutions: Global Organization and Global Solutions IT Objectives.. Business challenges to IT Actions Business challenges to IT Actions Business Challenges Business Challenges IT Objectives IT Objectives  Organize ourselves under the umbrella of one IT organization in the  Organize ourselves under the umbrella of one IT organization in the Unavailability of Integrated high  Unavailability of Integrated high trading domain, called Global Trade Solutions in Switzerland. trading domain, called Global Trade Solutions in Switzerland. performance trading platform across regions, performance trading platform across regions,  Assign IT PB, IT IB and IT AM trading applications and trading IT staffs  Assign IT PB, IT IB and IT AM trading applications and trading IT staffs divisions (IB, PB & AM) and asset classes. divisions (IB, PB & AM) and asset classes. under one organization. under one organization.  Create the organization structure in the trading domain such aa way that it  Create the organization structure in the trading domain such way that it High number of standalone trading High number of standalone trading supports Architecture, Governance and Strategy across asset classes/divisions. supports Architecture, Governance and Strategy across asset classes/divisions. applications across regions, and divisions. applications across regions, and divisions.  Define the Business/ IT Architecture which supports long-term sustainability  Define the Business/ IT Architecture which supports long-term sustainability for trading applications across divisions in Switzerland. for trading applications across divisions in Switzerland. Absence of central and regional strategy, Absence of central and regional strategy,  Identify applications which will stay long-term and invest on them.  Identify applications which will stay long-term and invest on them. architecture, governance for trading domain architecture, governance for trading domain across regions and divisions.  Draw-out decommissioning plan of trading domain application landscape.  Draw-out decommissioning plan of trading domain application landscape. across regions and divisions.  Create aa clearstrategy to consolidate and integrate applications.  Create clear strategy to consolidate and integrate applications. Highly complex technical structure not Highly complex technical structure not  Carry-out GAP analysis between vendor applications and in the house  Carry-out GAP analysis between vendor applications and in the house only increases the technical complexity but only increases the technical complexity but applications and build any unavailable functionality in our own in the house applications and build any unavailable functionality in our own in the house also our business complexity, operational also our business complexity, operational applications. Get aa buyin from the business to achieve the above task. applications. Get buy in from the business to achieve the above task. cost, deployment cost and development cost, deployment cost and development  Create the same organization in each region (APAC, EMEA, BRIC,  Create the same organization in each region (APAC, EMEA, BRIC, cost. cost. AFRICA, AMERICA) in the future. AFRICA, AMERICA) in the future. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 6
  • 7. Global Trade Solutions: Global Organization and Global Solutions Build Global Trade Solutions..Think long-term: more than 5 years, 10-15 years.Build integrated trading solution across all asset classes and all divisions.Build bank’s own IT Asset with deep root and solid ground.Reduce dependency on products from vendors.Not just integrate, build and integrate in the house.Introduce high-level of governance control from centre.Reduce complexity and increase simplicity by focusing on core.Encourage strong reusability across regions.Build superior sustainable, simplified, standardized and structuredproducts.Provide value chain that reinforce each other in the department.Build the loyalty and value together with our business customers.Assure strong employee training & development.
  • 8. Global Trade Solutions: Global Organization and Global Solutions Introduction of GTS Global Trade Solutions: Provide integrated, sustainable, reusable, functionality rich, simple trade solutions across all asset classes globally and regionally fulfilling the strategic objective of our business clients and the big picture in mind. Establish the strong sustainable global and regional governance from top to bottom, facilitating high-degree of collaboration, accountability, traceability and transparency end to end. Excel the collaboration across the regions and divisions by promoting cross-functional leadership. Drive the integration mechanism regionally and globally by focusing always to our vision and mission. Gain the loyalty of our business customer by creating the value together with our business customer, which will help our clients to thrive on the long-term basis. Leverage on global solutions in regional space and integrate them end Produced by: Kaushik Pramanik to end by thinking Date: 30.06.2010 Slide 8 globally and act regionally.
  • 9. Global Trade Solutions: Global Organization and Global Solutions Our Vision Our vision is to become the most admired trade solution organization in the bank, renowned for our solution expertise in private banking, Vision Investment banking and asset management, and most valued for our trusted advice, innovation and execution. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 9
  • 10. Global Trade Solutions: Global Organization and Global Solutions Our Mission Our mission is to help the bank’s clients thrive by..  Understanding their needs and offering integrated trading solutions across all asset classes and divisions and services enabled by technology. Mission Mission Partnering with our Business Divisions to provide reliable and innovative integrated trading solutions with a long-term and Bank-wide perspective. Empowering our professionals and rewarding them for achieving execellence.
  • 11. Global Trade Solutions: Global Organization and Global Solutions The Concept A global integrated trade solutions organization.
  • 12. Global Trade Solutions: Global Organization and Global Solutions The big picture – front view Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 12
  • 13. Global Trade Solutions: Global Organization and Global Solutions The big picture – top view Integrated Bank What does it mean ?? What does it mean IB AM PB Global integrated trading platform Globalintegrated trading platform Global Trade Solutions HQ (CH) across asset classes, across divisions across asset classes, across divisions Global Trade Solutions and across regions. and across regions. Globalreusability of trade solutions Global reusability of trade solutions Swiss HC no ge R under one global organization. under one global organization. Global Trade Solutions i Increasedfocus on BRIC and Africa. Increased focus on BRIC and Africa. America Highefficiency global vs. regional High efficiency global vs. regional no ge R aci re mA business and IT collaboration in trading business and IT collaboration in trading i Global Trade Solutions domain. domain. EMEA E no ge R Enabletrading business and IT strategy AE M Enable trading business and IT strategy i Global Trade Solutions alignment regionally and globally. alignment regionally and globally. Focused approach to reduce the Focused approach to reduce the APAC C A PA no ge R complexity in trading technology. complexity in trading technology. i Global Trade Solutions End to end aligned with Integrated Bank End to end aligned with Integrated Bank BRIC CI RB no ge R strategy. strategy. Global Trade Solutions i Firstprototype organization First prototype organization will be rolled-out in Switzerland. will be rolled-out in Switzerland. Africa aci rf A no ge R i Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 13
  • 14. Global Trade Solutions: Global Organization and Global Solutions The big picture – side view Direct Access Relationship Direct Access Direct Access Direct Access Trader Manager AM EAM Private Clients Global Market Global Market Global Front Solutions Global Risk Global Risk Data Data Solutions Solutions Global Trade Solutions Solutions Solutions Global Product Global Product Global Middle-office Solutions Control Control Global Operation Solutions Solutions Solutions Global Shared Services Solutions Global Shared Services Solutions Global Infra-structure Solutions Global Infra-structure Solutions Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 14
  • 15. Global Trade Solutions: Global Organization and Global Solutions The big picture – control view  Architecture control  Strategy control GTS  Landscape control GTS  Major decision control EMEA AFRICA GTS GTS CH GTS APAC HQ Swiss GTS GTS BRIC  Governance control AMERICA  Budget control  Program control Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 15
  • 16. Global Trade Solutions: Global Organization and Global Solutions The big picture – functional view Integrated Bank Spirit IB IB AM AM PB PB Trade Capture & Legal Confirmation Trade Regulatory, Audit & Compliance Straight Through Processing Trade Curve Trade Pricing Market Making & Position Keeping Trade Execution Trade & Order Management & Control Trade Valuation Hedging Algorithmic Trading Trade Reporting AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 16
  • 17. Global Trade Solutions: Global Organization and Global Solutions The big picture – current system view (CH) Integrated Bank SpiritIBIBPBPBAMAM AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 17
  • 18. Global Trade Solutions: Global Organization and Global Solutions The big picture – After consolidation view (CH) Integrated Bank Spirit AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 18
  • 19. Global Trade Solutions: Global Organization and Global Solutions Our Strategy supports the bank‘s success.. Support the success of our bank Build an agile organization Reduce complexity Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 19
  • 20. Global Trade Solutions: Global Organization and Global Solutions Our 7s Framework... The design of our organizational structure supports our vision and The design of our organizational structure supports our vision and mission. mission.Our system consists of Project, Process and Product excellence Our system consists of Project, Process and Product excellencemodel & Value Chain model which support our objectives.model & Value Chain model which support our objectives. Our skilled workforce across our value chain, asset classes, and Our skilled workforce across our value chain, asset classes, and products support our final goal. products support our final goal. Our staff retention policy, staff training policy specially on Our staff retention policy, staff training policy specially on business subjects, staff placement policy support our objective. business subjects, staff placement policy support our objective. Style of our organization, specially dedication, focused approach, Style of our organization, specially dedication, focused approach, team work, objective oriented, and governance mechanism help team work, objective oriented, and governance mechanism help us to achieve our goal. us to achieve our goal. Our strategy based on our structure, systems, style, skills of our Our strategy based on our structure, systems, style, skills of our staff, our goal , ,our vision and our mission. staff, our goal our vision and our mission. Finally our core shared values like our believes, knowledge, Finally our core shared values like our believes, knowledge, expertise, thinking, imagination, fundamental ideas, collaboration, expertise, thinking, imagination, fundamental ideas, collaboration, innovation, and leadership support our vision & mission. innovation, and leadership support our vision & mission. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 20
  • 21. Global Trade Solutions: Global Organization and Global Solutions Our Strategy Triangle... Project Excellence -- Excellence in collaboration, co-ordination, co-operation, relationship management, stakeholder management, planning, estimation, risk management, monitoring & control and execution. -- Excellence in cross-regional and cross-divisional governance mechanism. -- PMI and Price 2 certification. Product Excellence -- Product oriented organizational structure and value chain. -- Product line management group, product catalogue, product documentation, product specific reusable and sustainable architecture. -- Cross-divisional and cross-regional Product governance model. -- Mandatory IIBA CBAP certification for Product Business Engineers. Process Excellence -- End to end defined process across the value chain. -- Combination of agile (RUPs), SDLC, RAD methodology. -- Focus on CMMI ML3, CMMI ML 4 and CMMI ML5. -- Tractability and transparency across the value chain. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 21
  • 22. Global Trade Solutions: Global Organization and Global Solutions Our Value Chain... GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Business  Business  Business  Business  Business  Business  Business  Business    Management Management Management Management Management Management Management Management     GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Client Data  Client Data  Client Data  Client Data  Client Data  Client Data  Client Data  Client Data    Management Management Management Management Management Management Management Management     GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Product  Product  Product  Product  Product  Product  Product  Product    Management Management Management Management Management Management Management Management     GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Project  Project  Project  Project  Project  Project  Project  Project    Management Management Management Management Management Management Management Management                              GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss                   Business  GTS Swiss  GTS Swiss  Product  Product  Design  Product  Product                Business  Relationship  Business &  Product  Business  & Solution  Integration  GTS Swiss  Release  Production  Relationship  Managament Strategy Management Engineering Engineering Engineering Product Testing Management Management Final Product Managament GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Quality  Quality  Quality  Quality  Quality  Quality  Quality  Quality    Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering     GTS Swiss  GTS Swiss  GTS Swiss  Configuration  Configuration  Configuration  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  GTS Swiss  Management  Management  Management  Configuration  Configuration  Configuration  Configuration  Configuration  & Change  & Change  & Change  Management & Management & Management & Management & Management &    Control Control Control Change Control Change Control Change Control Change Control Change Control     Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 22
  • 23. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-3 Level Global Trade Solutions APAC  Global Trade Solutions EMEA    Global Trade Solutions America   CEO CIO Global Trade Solution HQ   Global Trade Solutions CH         --- GTS Business & Strategy   Global Trade Solutions BRIC     --- GTS Management Support   Global Trade Solutions AFRICA --- GTS Business Management   Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 23
  • 24. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-4 Level   GTS Swiss Engineering     GTS Swiss Product Management     GTS Swiss Business & Strategy   Global Trade Solutions Swiss GTS Swiss Business Management     GTS Swiss Testing Service     GTS Swiss Configuration Management & Change Control     GTS Swiss Client Data Management     GTS Swiss Production Management AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 24
  • 25. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-5 Level..1GTS Swiss Engineering Solution Engineering   Business Engineering    AI/PS Product Management     Derivatives Product Management     Fixed Income Product Management   GTS Swiss Product Management FX/MM Product Management     Equity Product Management     Commodities Product Management     AM Product Management AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 25
  • 26. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-5 Level..2  AI/PS Program Management     Derivatives Program Management     Fixed Income Program Management   GTS Swiss Program Management FX/MM Program Management     Equity Program Management     Commodities Program Management     AM Program Management      Business Architecture   Market Research   IT Architecture GTS Swiss Business & Strategy Governance     Client Account Management     Integrated Bank Management AI : Alternative Investments PS: Prime Services Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 26
  • 27. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-5 Level..3  Management Controlling   LISA GTS Swiss Business Management Contract Management     Management Support     PMO Office    Change Control & Configuration   GTS Swiss Configuaration and Change Management Quality Engineering     CMMI Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 27
  • 28. Global Trade Solutions: Global Organization and Global Solutions Our Organization Structure...N-5 Level..4  Release Management   GTS Swiss Production Management First line support     Second line supportGTS Swiss Testing Service TBDGTS Swiss Client Data Management TBD Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 28
  • 29. Global Trade Solutions: Global Organization and Global Solutions Our Business & IT Alignment.. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 29
  • 30. Global Trade Solutions: Global Organization and Global Solutions Governance mechanism...A key to success.. CEO GTS CIO  Strong focus from top. Global  End to end governance. Governance  Top to bottom transparency.  High-level of accountability. GTS  Result oriented structure. Regional  Clear strategy & big picture. Governance  Long-term sustainability.  Well drawn road map. GTS Departmental Governance  A single team force in action.  Fostering collaboration.  Catalyst to transformation.  High level of reward .
  • 31. Global Trade Solutions: Global Organization and Global Solutions Governance star.. GTS Departmental Governance
  • 32. Global Trade Solutions: Global Organization and Global Solutions Formation of GTS Koh-I-Noor Team... GTS Koh-I-Noor Team – A catalyst to transform the organization…  Highly collaborative program manager.  Highly experienced coaching leader.  Extremely structured and methodical.  Excellence in product concept.  Result oriented and focused.  Champion in Banking IT industry. An organizational leader and client focused.  A dynamic, focused internationally  Visionary individual and finance oriented. experienced talented IT leader.  Capable to see the end big picture.  Capable of establishing accountability.
  • 33. Global Trade Solutions: Global Organization and Global Solutions GTS Global Governance Objective Objective Chair  Decide overall Business Technology Decide overall Business Technology Chief Executive Officer Strategy. Strategy.  Align GTS Strategy with Business. Align GTS Strategy with Business.  Direct high-level target architecture. Direct high-level target architecture. IT Senior Business Senior Management  Decide major programs under GTS. Decide major programs under GTS. Management  Direct Global vs Regional strategy. Direct Global vs Regional strategy. -- CEO PB -- CIO -- CEO IB  Establish accountability &&traceability. Establish accountability traceability. --GTS Global Head -- CEO AM on delivering results. -- IT Chief Architect on delivering results. -- CEO APAC -- PB IT Head -- CEO EMEA/BRIC/AFRIC  Take action on critical run-the-bank Take action on critical run-the-bank -- IB IT Head -- CEO Switzerland -- IT Switzerland Head demand. demand. -- CEO America -- IT EMEA Head -- CEO Integrated Bank  Communicate high-level plan. Communicate high-level plan. -- IT APAC Head -- IT BRIC Head  Decide Reward and incentives. Decide Reward and incentives. -- IT Africa Head Tasks Tasks -- IT Integrated Bank Head  Review current status of GTS. Review current status of GTS. -- IT Strategy Head -- IT Infra-Str Head  Review current financials Review current financials -- IT America Head (YTD vs. Target) (YTD vs. Target)  Meeting Cycle: 2 times per year, duration 3 hours.  Prioritise major program in GTS. Prioritise major program in GTS.  Logistics & Minutes: GTS Management Support  Approve program >>10 M. Approve program 10 M.  Set GTS strategic direction. Set GTS strategic direction.
  • 34. Global Trade Solutions: Global Organization and Global Solutions GTS Switzerland Governance Objective Objective Chair  Decide regional Business Technology Decide regional Business Technology CIO Switzerland Head Strategy aligned with global GTS Strategy aligned with global GTS strategy and regional business. strategy and regional business. IT Senior Management Business Senior  Align GTS regional Strategy. Align GTS regional Strategy. Management -- GTS Swiss Head  Direct high-level target architecture. Direct high-level target architecture. -- GTS Swiss Koh-I-Noor -- IB Swiss FX/MM Head  Decide major programs under Decide major programs under -- GTS Swiss Bus. & Strgy. Head -- IB Swiss Derivatives Head -- GTS Swiss Engg. Head -- IB Swiss Equities Head GTS Switzerland supporting global. GTS Switzerland supporting global. -- GTS Swiss Product Head -- IB Swiss Commodities Head  Establish accountability and traceability. Establish accountability and traceability. -- IT Swiss Chief Architect -- IB Swiss FI Head -- IT Swiss Bank Head -- IB Swiss Al / PS Head  Take action on critical run-the-bank Take action on critical run-the-bank -- IT Swiss Integrated Bank Head -- AM Swiss Head demand. demand. -- PB Swiss FX/MM Head -- PB Swiss Derivatives Head  Communicate high-level road map plan. Communicate high-level road map plan. -- PB Swiss Equities Head  Decide regional reward and incentives. Decide regional reward and incentives. -- PB Swiss Commodities Head -- PB Swiss Fixed Income Head Tasks Tasks -- PB Swiss AI / PS Head  Review current status of regional GTS. Review current status of regional GTS.  Review current financials (YTD vs Target). Review current financials (YTD vs Target).  Prioratize major programs in GTS. Prioratize major programs in GTS.  Meeting Cycle: 4 times per year, duration 3 hours.  Approve program >>11M and <<10 M. Approve program M and 10 M.  Logistics & Minutes: GTS Switzerland Management Support.  Set regional GTS strategic direction. Set regional GTS strategic direction.
  • 35. Global Trade Solutions: Global Organization and Global Solutions GTS Departmental Governance Objective Objective  Establish accountability and traceability. Establish accountability and traceability. Chair  Establish each product line target Establish each product line target GTS Swiss Head architecture, road map and frame work architecture, road map and frame work with long-term sustainability &reliability. with long-term sustainability &reliability. GTS Swiss Product Line GTS Swiss Strategic Establish focus group to deliver results.  Establish focus group to deliver results. Management Management  Inspire and reinforce to create  Inspire and reinforce to create -- GTS Swiss Product Management Head -- GTS Swiss Business & Strategyalignment , , build sustainable alignment build sustainable -- GTS Swiss Prodn. Management Head Head -- GTS Swiss Project Management Head -- GTS Swiss Koh-I-Noor relationship and gain customer’s loyalty. relationship and gain customer’s loyalty. -- GTS Swiss Testing Service Head -- GTS Swiss Business  Take action on critical run-the-bank -- GTS Swiss Client Data Mgmt Head Take action on critical run-the-bank Management Head -- GTS Swiss Configuration & -- GTS Swiss Business Architect demand. demand. Change Management Head -- GTS Swiss IT Architect -- GTS Swiss Engineering Head -- GTS Swiss Integrated Bank  Communicate the importance of Communicate the importance of Manager delivering results. delivering results. -- GTS Swiss CAM Head  Decide departmental rewards.. Decide departmental rewards.. Tasks Tasks  Review current status of the department. Review current status of the department.  Review current financials Review current financials (YTD vs Target). (YTD vs Target). Meeting Cycle: Once a week, duration 2 hours.  Prioratize major projects in GTS. Prioratize major projects in GTS. Logistics & Minutes: GTS Switzerland Management Support.  Approve project <<500K up to max. Approve project 500K up to max. CAP 10M. CAP 10M.
  • 36. Global Trade Solutions: Global Organization and Global Solutions GTS Program Governance Objective Objective Chair  Align program strategy with GTS Swiss Align program strategy with GTS Swiss GTS Swiss Koh-i-Noor strategy and business strategy. strategy and business strategy.  Prioratize key programs and projects. Prioratize key programs and projects.  Distribute program into pipe-line projects. Distribute program into pipe-line projects. GTS Swiss Product Line Business Management Management  Allocate budget to the project. Allocate budget to the project.  Decide project team of aaproject. Decide project team of project. -- GTS Swiss Product Management -- PB CH Trading Business Head  Empower cross-functional collaboration. Empower cross-functional collaboration. -- IB CH Trading Business  Create sustainable business partnership. Create sustainable business partnership. -- GTS Swiss CAM Head -- AM CH Trading Business -- GTS Swiss Business & Strategy Head -- Integrated Bank CH Business Tasks Tasks -- GTS Swiss Business Management  Review current status of all projects in GTS. Review current status of all projects in GTS. Head  Review current financials (YTD vs Target). Review current financials (YTD vs Target).  Track project progress, and road map Track project progress, and road map to end goal. to end goal. Meeting Cycle: Once a week, duration 2 hours.  Adjust the road map according to Adjust the road map according to Logistics & Minutes: GTS Switzerland Management Support. current situation. current situation.  Establish the accountability &&traceability. Establish the accountability traceability Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 36
  • 37. Global Trade Solutions: Global Organization and Global Solutions GTS Project Governance Objective Objective Chair  Review project progress. Review project progress. GTS Project Manager  Track Project issues and risks. Track Project issues and risks.  Track project budget and resource Track project budget and resource commitment. commitment. GTS Swiss Management GTS Swiss Engineering GTS Swiss Engineering GTS Swiss Management  Review project milestones. Review project milestones. ---- GTS Product Managers GTS Product Managers -- GTS Solution Engineers -- GTS Solution Engineers  Decide project reward and incentives. Decide project reward and incentives. ---- GTS IT Architect (Optional) ---- GTS Business Engineers GTS Business Engineers GTS IT Architect (Optional)  Review absences. Review absences. ---- GTS Business Architect ---- GTS Quality Engineers GTS Quality Engineers GTS Business Architect (Optional) ---- GTS Configuration Manager GTS Configuration Manager  Review problem encountered. Review problem encountered. (Optional) ---- GTS Production Manager ---- GTS Test Manager GTS Test Manager GTS Production Manager (Optional) (Optional) ---- GTS Release Manager GTS Release Manager (Optional) (Optional) ---- Business Manager Business Manager (Optional) (Optional) ---- Client Account Manager Client Account Manager Tasks Tasks (Optional) (Optional)  Assign task to individual. Assign task to individual. Meeting Cycle: Once aaweek . . Meeting Cycle: Once week  Review current financials. Review current financials. Logistics & Minutes: GTS Swiss Project team. Logistics & Minutes: GTS Swiss Project team. (YTD vs Target) (YTD vs Target)  Prioritise tasks for individual. Prioritise tasks for individual. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 37
  • 38. Global Trade Solutions: Global Organization and Global Solutions The end... Let’s get organized and build a next generation organization, Global Trade Solutions, which will focus to build integrated trade solution across asset classes, across divisions, and across regions. Produced by: Kaushik Pramanik Date: 30.06.2010 Slide 38