Navigant was engaged to provide project management and governance for a global bank acquiring a European broker-dealer. Navigant integrated leaders from three continents to document challenges and requirements. They developed a comprehensive project plan incorporating all key tasks and work streams. Navigant also conducted daily meetings and created weekly dashboards to ensure communication and issue tracking. Furthermore, they provided regulatory advisory services related to compliance policies.
Kan man uden brug af trylleformularer gennemgå både udvælgelses- og anskaffelsesproces samt implementeringsprojekt af et PPM system fra Gartners Magic Quardrant på 6 måneder?
The correct way to do ERP implementations, how not to fall into bad statistics, risks, project management, align with processes. Multisite implementation of Epicor iScala. Old presentation with a solid foundation for success in ERP rollout. Check it out!
Fundamentals of SDLC for Business AnalystsVeneet-BA
In this session, you will learn Fundamentals of SDLC for Business Analysts. Topics covered in this course are:
Introduction to SDLC
Requirement Analysis
Design Phase
Development Phase
Testing Phase
Release & Maintenance
Current Trends in BA
For more information, visit here:
https://www.mindsmapped.com/courses/business-analysis/fundamentals-of-sdlc-for-business-analysts/
Kan man uden brug af trylleformularer gennemgå både udvælgelses- og anskaffelsesproces samt implementeringsprojekt af et PPM system fra Gartners Magic Quardrant på 6 måneder?
The correct way to do ERP implementations, how not to fall into bad statistics, risks, project management, align with processes. Multisite implementation of Epicor iScala. Old presentation with a solid foundation for success in ERP rollout. Check it out!
Fundamentals of SDLC for Business AnalystsVeneet-BA
In this session, you will learn Fundamentals of SDLC for Business Analysts. Topics covered in this course are:
Introduction to SDLC
Requirement Analysis
Design Phase
Development Phase
Testing Phase
Release & Maintenance
Current Trends in BA
For more information, visit here:
https://www.mindsmapped.com/courses/business-analysis/fundamentals-of-sdlc-for-business-analysts/
Business project success means connecting the dots between strategy, mission success, programmatic, and technical performance management using units of measure meaningful to the decision makers, to deliver Needed Value for planned budget on planned date.
In this business analysis training session, you will learn about SDLC. Topics covered in this course are:
Introduction to SDLC
• Requirement Analysis
• Design Phase
• Development Phase
• Testing Phase
• Release & Maintenance
• Current Trends in BA
To know more, visit this link: https://www.mindsmapped.com/courses/business-analysis/become-a-business-analyst-hands-on-practice-with-real-life-templates/
As enterprise IT environments increase in diversity, most service providers will be subjected to work in a delivery model that involves more than one provider and scope that is shared - often with a rival against whom they bid for the project.
How can the service providers and their customers ensure collaboration works to provide value to business ?
This presentation introduces the concept of a Collaboration Charter to enable multi-partner initiatives and to ensure that they succeed.
From ALM Process Definition to Process Execution with IBM DevOps at Poland's ...Piotr Kowalski
Implementing an end-to-end application lifecycle management (ALM) solution is a challenge. Some people think that it is impossible, but they are wrong. IBM and Premium Technologies did it successfully for Poland's Ministry of Finance. Premium Technologies implemented a comprehensive application development platform based on the IBM collaborative lifecycle management (CLM) platform, modeling, development and testing solutions, and determined how to enhance internal IT processes to improve time to market, quality and innovation. The result is a unique solution for documenting the Ministry's SDLC processes, which is based on IBM Method Composer (for process definition) and IBM CLM.
Scalable & Integrated Program Audit is an effective Auditing framework for handling large complex programs/ practices in organization, which works on Value Generation, Compliance, capability and Risk evaluation principles.
Advanced Project Management PM Processes and Framework
PM Framework and Integration
Key Definitions
Accountability
Acceptance of success or failure
Responsibility
Assignment for completion of specific event or activity
Authority
Right of an individual to make necessary decisions required to achieve his objectives or responsibility
Power
Granted to an individual by the subordinates, peer and is a measure of their respect for the individual
What is Clairity and how dies it work as an EPM Module. See our presentation on a plan to pilot, implement and train a a guideline. Did you know there are two distinct Project Management Modules? One is for the Business and the other IT. Call us and ask about the modules and how they work together. presented by ITVAMP LLC 2007
Business project success means connecting the dots between strategy, mission success, programmatic, and technical performance management using units of measure meaningful to the decision makers, to deliver Needed Value for planned budget on planned date.
In this business analysis training session, you will learn about SDLC. Topics covered in this course are:
Introduction to SDLC
• Requirement Analysis
• Design Phase
• Development Phase
• Testing Phase
• Release & Maintenance
• Current Trends in BA
To know more, visit this link: https://www.mindsmapped.com/courses/business-analysis/become-a-business-analyst-hands-on-practice-with-real-life-templates/
As enterprise IT environments increase in diversity, most service providers will be subjected to work in a delivery model that involves more than one provider and scope that is shared - often with a rival against whom they bid for the project.
How can the service providers and their customers ensure collaboration works to provide value to business ?
This presentation introduces the concept of a Collaboration Charter to enable multi-partner initiatives and to ensure that they succeed.
From ALM Process Definition to Process Execution with IBM DevOps at Poland's ...Piotr Kowalski
Implementing an end-to-end application lifecycle management (ALM) solution is a challenge. Some people think that it is impossible, but they are wrong. IBM and Premium Technologies did it successfully for Poland's Ministry of Finance. Premium Technologies implemented a comprehensive application development platform based on the IBM collaborative lifecycle management (CLM) platform, modeling, development and testing solutions, and determined how to enhance internal IT processes to improve time to market, quality and innovation. The result is a unique solution for documenting the Ministry's SDLC processes, which is based on IBM Method Composer (for process definition) and IBM CLM.
Scalable & Integrated Program Audit is an effective Auditing framework for handling large complex programs/ practices in organization, which works on Value Generation, Compliance, capability and Risk evaluation principles.
Advanced Project Management PM Processes and Framework
PM Framework and Integration
Key Definitions
Accountability
Acceptance of success or failure
Responsibility
Assignment for completion of specific event or activity
Authority
Right of an individual to make necessary decisions required to achieve his objectives or responsibility
Power
Granted to an individual by the subordinates, peer and is a measure of their respect for the individual
What is Clairity and how dies it work as an EPM Module. See our presentation on a plan to pilot, implement and train a a guideline. Did you know there are two distinct Project Management Modules? One is for the Business and the other IT. Call us and ask about the modules and how they work together. presented by ITVAMP LLC 2007
Across the world today software development in all shapes and sizes is growing exponentially. There is a software revolution and without a doubt it is an exciting world to be part of. The future is literally happening before our very eyes and never before have we as project managers needed to be on our toes to ensure that we keep pace with this technology race.
Sabrion has a highly qualified team of retail/manufacturing process experts and IT consultants, supporting both short and long-term needs. Our FastForward implementation methodology to support PLM and Merchandise planning.
Project Management
PMI – Project Management Institute
PMBOK – Project Management Body of Knowledge
Agile – We utilize Agile, Scrum, and Extreme methodologies when appropriate
We are flexible to embrace the methodologies used by our customers an business partners
Retail/Manufacturing Business Process Re – Engineering
As-Is and To-Be Modeling, SIPOC, RACI, Impact Analysis, Standard Operating Procedures
Application Design, Development and Integration
UML – Unified Modeling Language
Open Internet and Standards, HTML5, CSS3, JQuery, Javascript, Web Frameworks
Application Architecture
Application Infrastructure Design – Virtualization, Cloud, Application Servers, Storage, Web DMZ
Global Network Design – LAN, WAN, MPLS, Reverse Proxy, CDN
Deployment Architecture – Dev, QA, Staging, Production
Advancing Engineering with AI through the Next Generation of Strategic Projec...OnePlan Solutions
In the engineering sector, mastering the intricacies of project management demands innovative solutions. This webinar explores the integration of AI into project planning for engineering, tackling both immediate challenges in planning and execution while also setting the stage for unprecedented efficiency and quality. With a spotlight on practical applications, we’ll explore strategies for harnessing AI to optimize resource distribution, ensure precise time management, and elevate project quality. Discover how adopting a technology-forward approach, exemplified by platforms like OnePlan, can transform project outcomes, enhance team collaboration, and boost overall profitability without sacrificing the high standards engineering projects require.
We help our clients solve big, complex industry issues and capitalize on opportunities to help deliver outcomes that grow, optimize and protect our clients’ businesses.
Our project portfolio management approach takes a holistic view of your company’s overall strategy, helps gain control of investments and helps to deliver meaningful value to the business. It focuses on the entire life cycle of the project
portfolio from planning to monitoring and on to delivery. This includes three major processes — portfolio strategy, planning
and portfolio operations: all three processes centre around both value alignment and identification within the business, as well
as value realization within your IT and operations functions.
Our holistic approach will enhance your organization’s chance of success in its transformation efforts because it will help
the organization to focus on the risks that matter. In addition, this approach will help enable a common risk language within
programs and projects, thereby strengthening your company’s risk culture.
CRMready Webinar Series - Part 3 - How to Make Your Nonprofit’s CRM Implement...TheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, the project roles needed for a successful CRM implementation, and project management. In part 3 Heller Consulting talks about managing expectations with change management, evaluating risks with a CRM implementation and what roles are needed to ensure the project is a success for your nonprofit organization.
1. INSURANCE INVESTMENT MANAGEMENT
SOLUTION
The Navigant team integrated with key work stream leaders
from three continents to document current state challenges, key
milestones, delayed tasks, and implementation requirements.
Our team was comprised of deep Subject Matter Experts in
capital markets with a particular focus on tracking systems,
integration, regulatory strategy and operational risk.
In order to review and identify gaps in the existing integration
plans, Navigant leveraged integration templates to produce a
comprehensive project plan incorporating all key tasks across
all core and non- core work streams to help streamline target
dates and key milestones. The team conducted daily work
stream meetings and developed weekly reporting dashboards to
ensure inter-stream communication and capture all bottlenecks/
issues and task delays for management. Furthermore Navigant
provided regulatory advisory services related to policies
included in broker dealer operations and associated plans.
GLOBAL BANK BROKER-
DEALER ACQUISITION:
TECHNOLOGY PROJECT
MANAGEMENT
CHALLENGE
Our client, a Custody and Private Wealth Bank, retained
Navigant to provide project and program governance and
structure during the acquisition of a European Broker Dealer.
This large scale acquisition process involved extensive
experience in global program governance and risk management.
The team led the transition of multiple work streams across
three continents in order to meet the program deadlines.
Navigant was engaged to support all aspects of the technology
work streams to develop a consolidated project plan. The team
worked directly with the Technology Infrastructure, Application
Development, Trading, Finance and Operations teams to ensure
a smooth transition process.
The client needed skills and experience from a firm with a
global foot print.
IMPACT
Navigant’s program management execution and governance models enabled the business owners to effectively track project updates
and track and resolve project and program issues.
•• Identified operational risk and compliance policies to be included
in the integration planning related to regulatory compliance
•• Analyzed current state operations and systems in order to
identify opportunities for synergy, consolidation efficiency
and elimination of any current state tasks
•• Produced comprehensive MS project plan and Gantt chart
incorporating all key tasks across all core and non-core work
streams, tracked on a weekly basis
•• Synthesized daily status summary reports for key program
management leaders to track status and capture issues
•• Assisted in the development of Business Design
Requirements with application development work streams
•• Communicated directly with the technology infrastructure and
trading team vendors to ensure tasks are completed on-time
•• Conducted daily work stream meetings and developed
weekly reporting dashboards to facilitate communication and
capture all upcoming issues
•• Produced a clear, prioritized roadmap and transition plan
to help ensure future state objectives are developed in the
acquisition process
2. 2
THE NAVIGANT APPROACH
Navigant created a Broker Dealer Merger / Integration framework unique to our client
that was composed of:
•• A comprehensive Merger / Integration framework with predefined processes,
standardized methodologies and tools to automate and accelerate all activities
•• A mutually beneficial structure that allowed our client to align its capital risks with
planned business objectives
•• A dedicated team of trained consulting professionals and industry experts, with
access to an extended team for scalability, to align with our client’s needs
THE NAVIGANT MERGER/INTEGRATION CENTER
INDUSTRY EXPERIENCE PROVEN TOOLS
•• Deep industry knowledge in the
Broker Dealer space
•• Robust Training
•• Competency Certification
•• Proven program management
infrastructure
•• Conversion planning and
management tools
•• Target operating model simulation
SPECIALIZED METHODS RESOURCE ELASTICITY
•• Investment Management Reference
Architecture
•• Merger/Integration and Conversion
Methodologies
•• Reusable Frameworks
•• Experienced/Trained Resources that
can be rapidly deployed
•• Global presence and availability
3. 3
NAVIGANT KEY DIFFERENTIATORS
Portions of our methodologies may be customized based on our clients’ specific needs
Strategic
Principles
Business
Requirements
Current State
Assessment
Future State /
TOM Design
Implementation
Road Map
Business Case
Data | Process | Control | Sourcing | Technology | Clients | Quality | Location
Customer
requirements
Organization
model
Functions /
services model
Process
overview
Information
architecture
Application
architecture
Technical
architecture
Product
directory
Channel
requirements
Business service
framework
External
assessment
Organization
model
Functions /
services model
Process
overview
Information
architecture
Application
architecture
Technical
architecture
Road
Map
Program schedule
and plan
“To be”
project list
Key assumptions
and drivers
Benefit
statement
Financial
case results