INITIATIVES
Recent Change Management Solutions Projects


NZ Banking
Organisation
Programme Manager
Core System Transformation
Core System Upgrade - Evaluation and Business Case
Viability analysis and estimation, identification of risks and options | Preparation of business case, RFP and vendor selection | Draft scope and provisional plan
Core System Transformation - Planning and Execution
Establish multiple workstreams and prepare granular WBS | Estimation and budget preparation | Selection of hybrid model (CPM/Agile/Lean) and set ceremony cadence | Create governance structure, reporting and monitoring & control framework and automation | Engage vendors | Maintain risk register | Change Management | Baseline tracking & change control | Sprint planning & backlog management | Cutover planning | SIT & UAT design & execution
Core System Transformation - Digital Channels & DX
Website upgrade & deployment | Mobile Banking UI/UX development and vendor transition | Capability upgrades - customer self-serve, virtual cards & card management | Internet banking UI/UX upgrade and host transition | Back-end APIs & connectivity
Core System Transformation - Data Migration
Data correction | Migration policy & QA | Test automation framework | Cutover strategy | Merger of external data
Cards Transformation
RFP and selection of cards supplier | Card plan | Card design & collateral | Integration options & build | Switch configuration | Card replacement policy | Distribution of cards | Cutover strategy & transitional support
Infrastructure Upgrade
Environment provision | Front-end upgrades | WAN | SIEM | IPSec | Automation of system installation | BACHO transition | Reporting databases | Financial systems connectivity | Phone system upgrade | Independent risk review |
Process Re-engineering
Process reviews | Process redesign and sign off | Training | Process cutover | Redesign reports and system outputs | Testing
Core System Upgrade - Reporting
Design & rebuild management, regulatory, system & core reports | BI automation | Testing of 3rd-party compatibility | Automation of customer letters & alerts
Core System Transformation - Governance & Control
Steering Committee TOR & planning | Risk reporting | Financial control & reporting | Coaching & mentoring | Stage gates and "Green Light" planning | Ceremonies & status reviews | Celebration of successes | Independent reviews of scope (Ara Digital), execution quality & practice (PWC), testing (LPS) & technical risks (Datacom)
Group of Financial Organisations
Programme Management
Mobile Banking App Replacement
Manage provision of multiple banking app versions on behalf of 9 credit unions, including customer DXP, development and testing, APIs / brokers and integration to core systems, databases, internet banking and website.​
Multi-Party Transfer of Engagements & Merger
Managed programme to transfer engagements of multiple credit unions into a single legal entity.
Systems Merger
Manage the merger of multiple core banking systems into a single core. Upgrade target environment. Recreate legacy functionality in new host system. Extract, transform and load data from multiple sources into single database. Standardise processes, systems and reporting.
Global Engineering Organisation
Consultant
Project Management Practice
Process Review
Evaluation of project management capability | Advice on changes to model and practice to increase project throughput & transparency | Preparation of best practice documentation, change plans and technical training materials for project managers and delivery teams


