Experience Of The Day C P M M X Rev

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sample of a assessment to Caja Popular de Mexico finantial

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Experience Of The Day C P M M X Rev

  1. 1. Bienvenidos! Orlando Moreno omoreno@hotmail.com 408.656.2498
  2. 2. CLIENT EXPERIENCE OF THE DAY omoreno@hotmail.com 408.656.2498 2
  3. 3. CLIENT EXPERIENCE OF THE DAY CPMMX omoreno@hotmail.com 408.656.2498 3
  4. 4. CLIENT EXPERIENCE OF THE DAY “CPMMX” Caja Popular Mexicana, Mexico omoreno@hotmail.com 408.656.2498 4
  5. 5. CLIENT EXPERIENCE OF THE DAY Caja Popular Mexicana “CPMMX” Mission  The vision is to be the best credit union, preferred by the quality of its products and services; recognized by its security, trustworthiness, solidity, social commitment and leadership in the popular financial sector.  This financial institution contributes to improve the quality of life of its members by means of the education in a savings culture, providing competitive products and services and efficiency with resources administration. omoreno@hotmail.com 408.656.2498 5
  6. 6. CLIENT EXPERIENCE OF THE DAY Caja Popular Mexicana “CPMMX” Project Scope  Implement a core banking solution for 326 Branches within 23 States  Convert customer information from 2 different environments where the bank stored also several customer accounts detailed as follow: 790,000 Savings Accounts 175,000 Current Accounts  40,000 Time Accounts 352,000 Loans  Request to be Mexican Regulatory compliant  Convert in 4 Phases during 18 months omoreno@hotmail.com 408.656.2498 6
  7. 7. Solution Installed at CPM Time Deposits Common Loans File G/L ICBS Branch- Security Teller (ABT) File Manager Demand Transfer Deposit Order Dealer FTM CRS Insurance Doc Plus omoreno@hotmail.com 408.656.2498 7
  8. 8. ICBS Architecture Process Server LN File Customer Manager Commercial CRS Installment Mortgage TA GL Accounting Checkings Balances Savings COMMON FILE FTM TM Online Certificate Batches Collateral Deposit Insurance ABT Dealer Information Process Server omoreno@hotmail.com 408.656.2498 8
  9. 9. Implementation Project Activities CPMMX Relevant activities that impacted every phase » Common File and Application Training » Data Conversion and Verification » Data Migration or Merge » User Acceptance Testing (UAT) » Pre-Conversion and Go Live » Post-Go Live Support omoreno@hotmail.com 408.656.2498 9
  10. 10. Experience during Project Implementation CP M M X The challenges faced in every Phase » Data Conversion and Verification • Lack of Training • Resource Availability • Re-Process » User Acceptance Testing (UAT) • Not enough time for Customer tests » Pre-Conversion and Go Live » Post-Go Live Support • Resource Availability omoreno@hotmail.com 408.656.2498 10
  11. 11. How We Approached this Project Building different teams » Implementation Team » Modification Team omoreno@hotmail.com 408.656.2498 11
  12. 12. Project Team Structure Senior VP & Directors Senior VP & Directors Project Manager Resource Manager Third Party Solution Technicians Banker Analyst PM Third Party BA / TEC omoreno@hotmail.com 408.656.2498 12
  13. 13. Key success during the Implementation Project » Team work mentality » Putting the Customer First » Attitude » Pro-Active » Communication » There are no Heroes, the team is the Hero » Focus on your assignment omoreno@hotmail.com 408.656.2498 13
  14. 14. THANK YOU! GRACIAS! Orlando Moreno omoreno@hotmail.com 408.656.2498 omoreno@hotmail.com 408.656.2498 14

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