The document outlines steps for a project to standardize reconciliation processes across business teams. It includes obtaining approvals, analyzing benefits and costs, defining the project scope and timeline, collecting data through questionnaires and brainstorming, analyzing the data to identify common problems and risks, developing improvement plans, and closing the project with quality metrics and control plans.

2. • Need to get approval from all Business process
manager- Approval
• There must be real financial benefit
• The End user must be understand and
benefited
• Most of the Finance BPO process are discrete
data oriented

3. PROJECT CHARTER
3
Goal StatementProblem Statement
BUSINESS CASE
D M A I C

4. 3
Project Scope (In Scope and Out of Scope) Team Members
 Scope
A. XXXXXXXXXXXXXXXXXXXXX
B. XXXXXXXXXXXXXXXXXXXXXX
C. XXXXXXXXXXXXXXXXXX
D. XXXXXXXXXXXXXXXXXXXXXXXX
 Scope does not include XXXXXXXXXXXXXXXXXXXXXX
Project Sponsor :–
Project Manager :XXXXXXXXXXXXXXXXXX
Project Mentor: Jayaprakash Krishnan (Black Belt)
Dept One-XXXXXXXXXXXXXXXXXX
Dept Two: XXXXXXXXXXXXXXXXXXX
Dept Three XXXXXXXXXXXXXXXXXXX
Dept Four: XXXXXXXXXXXXXXXXXXX
D M A I CPROJECT CHARTER D M A I C

5. D M A I CTime Schedule and Project Plan
Project Task Information
Project Task Estimated Start Date
Estimated
Completion Date
Task Owner
Actual Start
Date
Actual Completion
Date
Comments
Project Sponsor and Approval 1-Mar-15 15-Mar-15
Training & Benefit Analysis 15-Mar-15 17-Mar-15
Cost Benefit Analysis 1-Jun-15 3-Jun-15
Project Definition 17-Mar-15 29-Mar-15
Assign Resources & Brainstorm session 29-Mar-15 29-Mar-15
Prepare the project charter. 29-Mar-15 29-Apr-15
Data collection &Create Communications Plan 29-Apr-15 22-May-15
Project Kick-Off Meeting with PL and Manager 22-May-15 22-May-15
Standardization
Template Design ( Recon sheet, Open item tracker,
escalation tracker)
1-Jun-15 10-Jun-15
Definition 10-Jun-15 12-Jun-15
Template Review meeting 12-Jun-15 15-Jun-15
Review and approval 15-Jun-15 15-Jun-15
Template roll out 17-Jun-15 22-Jun-15
Observation and input discussion 22-Jun-15 17-Jul-15
Final Impleameation 17-Jul-15 22-Aug-15
Communicate Phase 2 Progress 22-Aug-15 30-Aug-15
Review & Close Phase 1 30-Aug-15 30-Aug-15
Preparation and Approval ( July)
Cut off date 10-Jun-15 16-Jul-15
Review and Sign off 16-Jul-15 17-Jul-15
Share with Business partner 17-Jul-15 22-Jul-15
Storage mechinaziom 22-Jul-15 30-Jul-15
Review & Close Phase 2 30-Jul-15 30-Jul-15
Standardization Policy( July)
Design 4-May-15 22-May-15
Review 22-May-15 22-May-15
Discussion with BP and internal member 22-May-15 26-Jul-15
BP Feed back 26-Jul-15 28-Jul-15
Implementations Analysis 28-Jul-15 30-Jul-15
Documentation policy
SOP 1-Jul-15 15-Jul-15
Flow chart 15-Jul-15 17-Jul-15
Sign off from BP 17-Jul-15 30-Aug-15
Review & Close Phase 2 28-Aug-15 30-Aug-15

7. Data Collection Plan & Method :-
Plan :-
A questionnaire is simply a ‘tool’ for collecting and recording information about a particular issue of
interest. It is mainly made up of a list of questions, but should also include clear instructions and
space for answers or administrative details
Method :-
Brainstorming combines a relaxed, informal approach to problem solving with lateral thinking. It
encourages people to come up with thoughts and ideas that can, at first, seem a bit crazy. Some of
these ideas can be crafted into original, creative solutions to a problem, while others can spark even
more ideas. This helps to get people unstuck by "jolting" them out of their normal ways of thinking.
List of Questions from different Dept :-
1.It must be at least 10 min question and max 15 question along with your data collection plan
D M A I C

8. Step-4 Based on your collection of data with your
questionnaire –prepare the Affinity
Based on Brainstorm Session Classify the Question based
on Affinity Diagrams
Classify -1 Classify -2 Classify -3 Classify -4

9. Steps -5- Pareto Chart -Recon Project
based on your Question or data

10. Analysis the common problem for standard Reconciliation with all Teams D M A I C
Steps -6- Fishbone Diagram Dept wise as well
Consolidate

11. Sl.No Element / Risk
Occurrence (1
- 10)
Severity (1
- 10)
Detection
(1 - 10)
(Difficulty) c**
Risk Priority
Number***
Person Responsible
S.no Process
Dept wise and Consolidated FEMA Analysis for High Risk Process Element

12. Cause & Effect Matrix Form
Recon Team Goal: To
Standardized the process Choose from: 1, 3, 7, 10
1 = Least Impact / 10 = Most Impact
Weighted by
Importance: 5 7 3 10 1
Item #
Process Input-
FMEA:-RPN 200
Above
Output:
Good Reporting
Mis
Output:
Preparation
method
Output:
Reduced
Review
machinizeam
Output:
Reduce the
Error
Output:
Other?
Most
Importa
nt
1 30
2 192
3 89
4 163
5 105
6 170
7 152
8 140
D M A I CSteps -7- prepare the cause and effect chart

13. Steps -8- prepare the improvement plan based on
the Cause and effect table
Causes/Issue for
Standardization
Improvement Method

14. Steps -9- Remember the Rule for standardization

15. Project Quality Metrics
Project Project #
Project
Manager Sponsor
Project
Artifacts Updated
ID
Critical Success
Criteria Potential Quality Metric Priority
Metric
Target Action Plan
1 Standard Templete
2 Review Method
3 Recon -policy
4 Open Item Matrix
5 Consistancy
Metrics-Project Quality Metrics
D M A I C
Steps -10- Close the Project with control Plan