3. Financial Operations SharePoint
Overview
The Financial Ops SharePoint included an interactive platform up-to-date procedures, communications, and
training material tracking and reporting. The reporting and approval of documents was updated so that
everything can be seen in real-time.
Loan Write-Off Application within SharePoint
Overview
An interactive tool wasdevelopedtosupportHome Lendinginaneffortto increase the accuracyand efficiencyinregards
to writingoff lossesonliquidatedloans.The tool wasrolledouton a subsite withinthe Financial OperationsSharePoint
and successfullyincreasedproductivityby8.5%and qualityby12%.
Specifics:
The Write-Off Tool isan interactive applicationthatpromptsanalyststocomplete aseriesof questionsbasedonspecific
criteriainvolvedwiththe loanbeinganalyzed.Basedonthe answersprovided, the site useslogictogetmore detail until
the root cause of eachlossdiscovered.
Training & Deployment:
I trainedall sites(Columbus,Jacksonville,Lewisville,&Manila) virtuallyonthe new applicationinFinancial Operations
SharePointon02/25/14.
REO & Property Preservation SharePoint
Overview
A tracker was custom developed for REO & PP which assists with tracking change request information and
all reporting. The reporting feature is all automated and is used weekly for this group.
Employee Readiness SharePoint
Overview
4. This site was developed for Employee Readiness with the purpose of bringing the groups within this
organization together, streamlining processes, comparing and analyzing data, tracking information centrally,
and providing useful reporting.
Features
The site is widely used and includes many tools, reports, and data sets. These are all housed within
this site and are accessible to anyone who works within the Employee Readiness organization.
Associates within Employee Readiness can access certain pages to request work that needs
completed and take assessments.
o Controls have been put in place to mitigate risk and not allow unauthorized users to access
data.
Updated and enhanced daily to include automation wherever possible. For example, users could
always se up to date information; including, current work is in progress, KPI’s, and user-friendly
dashboards.
Time Allocation SharePoint Initiative
Overview
5. The time allocation initiative is designed to study how employees allocate their time to different tasks and
activities performed on a daily basis. The data, or time, gathered can be used analytically to study work
behavior and easily identify where resources are being used.
Background
This project started in January with a goal to be implemented the first week of March. To obtain the time
data, a user-friendly form was designed and uploaded to SharePoint. After initial development, testing was
then performed throughout February and the project was deployed successfully during the first week of
March.
Development Process
InfoPath, Access, and SharePoint were utilized to track time, data, and reports. These tools are all
connected together so that information can be obtained automatically.
Throughout testing, every group within Legacy Employee Readiness provided individuals that tracked
and entered their time daily.
The variety of people within the testing sample enabled us to see many different perspectives
in regards to time allocation. As a result, the activities performed became more defined and
the form in SharePoint enhanced dramatically throughout February.
Meetings were held bi-weekly with all testers and weekly with management from the beginning of
this initiative.
This project was initially deployed to Foreclosure Alternatives on 03/04/14 and to Financial
Operations on 03/11/14. Upcoming deployments include Customer Assist (03/18/14) and
Foreclosure & Bankruptcy (03/25/14).
Key Benefits
High-level benefits include:
Customizable reporting surrounding time data can be generated to meet each managers need.
Time reporting for all employees, groups, and sites is readily available.
Reporting on time spent per activity vs. output per activity can be calculated.
Time spent towards procedures, training, communications, huddles, and administrative tasks is
apparent.
Low-level benefits include:
Employees can be more organized and on-point.
Accomplishments achieved can be depicted easily.
Change Management SharePoint Request/Intake Center
6. Overview
A Request&Intake CenterSharePointsitewascreatedenable outsidecustomers of Employee Readiness toengage with
KnowledgeManagementinordertosubmit requestsforitems(procedures,letters,communications)whichneedcreated,
take assessmentstogauge theirknowledge afterahuddle,andsee valuable metricsinregardstotheirline of business.
Key Benefits
This site and the tools available within it, can help foster a positive relationship between our groups
and those we support, assist with providing better support, deliver valuable data, and lead to
additional enhancements through feedback from others.
Project Tracking, Support Tracking, Change Tracking, & Training Tracking enables work completed to
be captured and shown in real-time.’
The Five Keys to Success SharePoint
Overview
Developed afirm-wide usedsite thatutilized dynamicform tomake it veryeasyfor employeestoquickly andeasily
recognize peersfordemonstratingone of the five keystosuccess(AlwaysbeingCourteousandProfessional, Doingthe
RightThing,BuildingLastingRelationships,OwningCustomerIssuesfromStart-to- Finish,andExceeding Expectations).
7. Accomplishments
Jamie Dimon received a Key Recognition Award in June, 2015.
Originally the Program was exclusive to Mortgage Banking in January of 2014; however, since then it
has expanded across all JPMorgan Chase.
Since the Program’s inception over 81,000 Keys have been awarded to almost 26,000 employees.
