References Project Management & Transformation

Pro­gramme and Pro­ject Ma­nage­ment


De­fi­ni­ti­on, implementation and rollout of a solution for the display of credit card information in online banking

Customer: Swiss bank
  • Project formed part of the global front solutions programme and credit card strategy
  • Overall responsibility for project and programme management for an international team
  • Close cooperation with the global product management team, legal and compliance department and corporate communication team enabled smooth rollout

Establishment of project ­port­fo­lio ma­nage­ment – overview as a result of central management of the project portfolio 

Customer: Public administration
  • Establishment of a uniform approach for around 10 administrative units
  • Rollout of pilot installation on the basis of MS Sharepoint and MS Excel
  • Preparation of specifications for the strategic portfolio management solution, including resource and capacity management

In­te­gra­ti­on of a customer bonus system within e-banking and e-shop

Customer: Swiss bank

Implementation of regulatory and strategic requirements with regard to integration of the customer bonus system within e-banking and the e-shop to facilitate redemption of collected credit card bonus points. 

Introduction of a new technical front-to-back platform – successful rollout following programme turnaround

Customer: Swiss insurer

  • Implementation of risk, cost and feasibility analyses
  • Pro­gramme tur­naround and successful rollout for Swiss non-life business

IT pro­ject ma­nage­ment for on­line ban­king – de­sign and introduction of improvements in user-friendliness of e-banking service

Customer: Swiss bank
  • Overall project responsibility and management of an international project team (core team of 8, total team of 15)
  • Structured documentation of customer feedback taken from completed questionnaires, online feedback forms and business analyses
  • Evaluation of feedback and preparation of an action list coordinated with all respectively involved business and IT departments
  • Implementation of agreed improvement measures on schedule and within budget

IT pro­ject ma­nage­ment for on­line ban­king – implementation of preview incorporating background information and financial ratios for selected securities

Customer: Swiss bank
  • Clarification of requirements with the respectively involved business, IT and legal departments
  • Preparation of solution options, including pros and cons for a sound decision-making process
  • Stakeholder management: definition of requirements and agreement on solutions with business, IT and legal department representatives. Implementation of selected technical solution    using ‘prototyping’ in consideration of various integration environments
  • Co­or­di­na­ti­on, in­te­gra­ti­on and roll­out of new 'pre­view' functionality in diverse applications

IT pro­ject ma­nage­ment for on­line ban­king – implementation of a multi-domain solution for display of context-sensitive sales and marketing campaigns in e-banking

Customer: Swiss bank
  • Formation of a motivated, goal-oriented, multi-domain project team (incl. sales and marketing, content management, online banking) comprised of business representatives, analysts,      developers and test personnel
  • Sta­ke­hol­der ma­nage­ment between IT and business representatives to coordinate requirements and technical solution options, including process description for future operations
  • Preparation and implementation of the selected solution option

IT pro­ject ma­nage­ment for on­line ban­king – management of an e-ban­king so­lu­ti­on pro­gram­me incorporating seven projects 

Customer: Swiss bank
  • Definition of the programme development and process organisation in close cooperation with business and IT project managers
  • Agreement of areas of responsibility and time schedule with project managers in addition to recipient-based communication at senior management level
  • Stakeholder management between various solution managers from business and IT, both within and outside the e-banking solution
  • Management of two task force teams within the extended programme environment to minimise programme risks

IT pro­ject ma­nage­ment within wealth ma­nage­ment – introduction of new service and pricing model for securities custody accounts 

Customer: Swiss bank
  • Project management and overall responsibility for all IT items delivered
  • Successful implementation of all requisite changes to the price calculation solution and affected solutions within the core banking system
  • Successful rollout of new product range in compliance with extremely tight scheduling and budget parameters 

Busi­ness in­te­gra­ti­on pro­ject ma­nage­ment within wealth ma­nage­ment - in­te­gra­ti­on of asset management mandates of foreign subsidiaries

Customer: Swiss bank
  • Project setup and implementation management of an analysis project for integration of asset management mandates of foreign subsidiaries into the Swiss core banking system in compliance with regulatory requirements
  • Stakeholder management and coordination of requirements with internal and external stakeholders
  • Contextual analysis and quality control of project deliverables

Pro­fes­sio­na­lisation Pro­ject Ma­nage­ment


Pro­ject re­views for a strategic programme – on-time de­li­very through permanent improvement of sub-project planning quality

Customer: Swiss bank

  • Repeated assessment of 25 strategic programme project plans and definition of individual improvement measures

  • Project manager coaching in support of the methodical project approach

  • Quality manager training to support continuation of quality assessments introduced

Further development and professionalisation of a project management method

Customer: Swiss bank

Further development and professionalisation of the PM method and associated tools and templates; plus simultaneous adjustment of project governance to a modified organisational structure with new and reallocated roles and responsibilities. In addition, the central PMO range of services was expanded to include offers for effective project start-up support.

Pro­ject­ Port­fo­lio Ma­nage­ment


IT pro­ject go­ver­nan­ce rollout – project success as a result of a structured and controllable approach

Customer: Swiss bank
  • De­fi­ni­ti­on and establishment of a general IT project management framework
  • Implementation of project guidelines, processes, project portfolio reporting, training and a support centre
  • Development and implementation of a management tool

Establishment of project portfolio ma­nage­ment – overview as a result of centralised management of the project port­fo­li­o

Customer: Public administration
  • Establishment of a uniform approach for around 10 administrative units
  • Rollout of pilot installation on the basis of MS Sharepoint and MS Excel
  • Preparation of specifications for the strategic portfolio management solution, including resource and capacity management

Development of a project ma­nage­ment frame­work – pro­fes­sio­nal project ma­nage­ment framework as a result of appropriate pro­ject go­ver­nan­ce

Customer: Swiss start-up bank
  • As­sess­ment of existing project go­ver­nan­ce
  • Adjustment of project methods in line with customer requirements and preparation of a PM toolbox with all requisite templates
  • Development of a central project management office (PMO) for implementation of standardised project approach and project controlling

IT pro­ject ­port­fo­lio re­view – quality assurance of primary IT projects

Customer: Swiss insurer
  • Development of a risk-oriented assessment process in relation to project setup, organisation, planning, controlling, change management and communication
  • Scrutiny of all projects of strategic relevance or involving major loss potential
  • Proposal and implementation of improvement measures

Pro­ject As­sess­ment & Tur­naround


Pro­ject ma­nage­ment for tax re­porting – realisation of a detailed tax report in compliance with regulatory standards for foreign customers

Customer: Swiss bank
  • Project management in relation to implementation of IT system for the preparation and distribution of detailed, customer-domicile-specific tax reports in compliance with regulatory      standards for foreign customers with assets in Switzerland
  • Responsibility for implementing the requisite IT adjustments within Swiss core banking systems and interfaces in compliance with cross-border regulations and Swiss banking secrecy
  • Takeover of project and successful turnaround following replacement of previous project manager (stakeholder, communication, planning and controlling deficiencies)

Pro­ject tur­naround in trade fi­nan­ce and fac­to­ring segment

Customer: Swiss bank

Responsibility under the mandate encompassed a restart of the project portfolio, evaluation of the business strategy and preparation of a framework for commensurate support in relation to resources, infrastructure, tools, reporting and stakeholder management. Close coordination with the business, legal and supply management was indispensable for successful turnaround.

Tur­naround of a European platform programme

Customer: Swiss insurer

The programme objective involved the provision of a new technical ‘front-to-back’ platform, initially for non-life business and then subsequently also for life business (European platform model). Following a comprehensive analysis, rollout of the platform for Swiss non-life business was successfully completed.

Pro­ject Ma­nage­ment Of­fice (PMO)


Development of a strategic programme management office

Customer: Swiss bank

Establishment of a strategic programme office with the objective of ensuring that within an international environment the application landscape remains free of sensitive customer data.

Development of a programme management office

Customer: Swiss bank

This programme office was developed with the objective of providing support for a programme to replace a scanning solution and the optimisation of the archiving process for customer and customer advisor communications.

Development of a programme management office

Customer: Swiss bank

Development and operation of a programme management office to support the e-banking and mobile programme focussing on cost projections, cost control and progress monitoring.

Development of a programme management office

Customer: Swiss bank

Development and operation of a PMO for increased efficiency and quality assurance of project life-cycles within an IT organisation unit.

Headquarters

Pragmatica AG
Bahnhofstrasse 28 CH-6300 Zug
Tel: +41 41 749 10 15, Fax: +41 41 749 10 14

Location Zurich

Pragmatica AG
Badenerstrasse 585 CH-8048 Zurich
Tel: +41 43 311 20 10, Fax: +41 43 311 20 11

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