Tactical Project Supervision

Many financial services projects are put in jeopardy not for lack of project management, but for lack of knowing what the project is that is being managed. Business-niche specific skill sets are essential to help ensure financial services projects migrate the operations and to help maximize the value of the technology to improve the business environment.

The absence of business experienced resources on specialty financial projects will lead to jeopardizing the intent and goals of project and adhering to the vision for the target state of the business. Frequently, inexperienced resources also affect duration and cost of implementation.

BPA prefers to see a balance between client business and IT seasoned resources, vendor product specialists, and industry practices experts assigned to all projects:

BPA has a wide range of experience in leading and assisting in project stewardship, as illustrated by these typical projects:

• Project supervision to ensure business case and strategy adhered to during implementation
• Project supervision to ensure project well integrated into existing architecture
• Key contracts review for business content to optimize client/vendor relationship and cost management at inception/implementation and ongoing for firms
• Develop business rule sets that are feasible with data and technology available
• Prioritize requirements and recommend other in-house applications where logical
• End user configuration views to adhere to target state vision
• Business process flow re-engineering to maximize value from new technology
• Extended field requirements definition
• Dashboard design to map to target business process flows
• Overall project management