This document discusses the implementation of a core banking solution at Caja Popular Mexicana (CPMMX), a Mexican financial institution. The project involved converting customer account information from two existing systems into the new solution for 326 branches across 23 Mexican states. Key activities included data conversion and verification, user acceptance testing, pre-conversion preparation, and post-go live support. Challenges included issues with data quality, limited user testing time, and resource availability. The implementation team addressed these challenges by establishing dedicated teams, emphasizing communication and teamwork, and prioritizing customer needs.

1. Bienvenidos!
Orlando Moreno
omoreno@hotmail.com
408.656.2498

2. CLIENT
EXPERIENCE
OF
THE DAY
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3. CLIENT EXPERIENCE OF THE DAY
CPMMX
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4. CLIENT EXPERIENCE OF THE DAY
“CPMMX” Caja Popular Mexicana, Mexico
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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.
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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
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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
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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
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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
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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
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11. How We Approached this Project
Building different teams
» Implementation Team
» Modification Team
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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
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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
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14. THANK YOU!
GRACIAS!
Orlando Moreno
omoreno@hotmail.com
408.656.2498
omoreno@hotmail.com 408.656.2498 14