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INITIATIVES

Recent Change Management Solutions Projects

Planning Board Notes
Team Collaboration Meeting

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

Team meeting
Team Planning Session

Discovery Call

Free 30-min consultation to understand your business, goals, and challenges.

Custom Project Roadmap

A tailored project strategy aligned to your goals, whether that’s fixing stalled initiatives, managing change, or launching something big. You’ll get clarity, structure, and actionable next steps.

Leadership & Execution

Need help executing the plan? I’ll lead your team or integrate with your existing structure to manage delivery, vendors, reporting, and outcomes for guaranteed results.

CHANGE MANAGEMENT SOLUTIONS LTD

John Craig

022 406 1837

© 2025 | CHANGE MANAGEMENT SOLUTIONS LTD

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