At IntellEcomm, over the past 10 years, our team has been involved in numerous strategic,transformation, and mission-critical initiatives.
Client Case Studies
Featured Client Case Study
Project: Benefits Realization Framework & Benefits Analysis for Payroll Modernization
Client: Large Public Sector Shared Services
Project Overview: IntelEcomm was engaged to conduct Benefits Analysis and to develop a comprehensive Benefits Realization Framework to quantify and confirm benefits to the Government from the implementation of a large Payroll Modernization program.
Key Challenge:The program governance executive committee understood the sensitivity and importance of ensuring that the huge program for payroll modernization required a disciplined approach to measure
and validate the stated objectives of delivering sound benefits and advantages to all of the public sector organizations.
- Lead the Implementation of PMO Best Practices and Metrics for leading mutual fund services organization
- Planned and developed strategic, consolidated Road-Map/Project Portfolio Plan for a large Canadian bank’s wealth management lines of business>
- Envisioned and directed the organizational assessment and managed the creation of a PMO Center of Excellence.
- Initiated and built a new line of business (Group Pensions) for a leading global asset management organization.
- Defined and built the IT organization required to launch and support the Mutual Fund Company for a large global insurance group.
- Provided PMO Strategy and Expertise for implementing best practices and institutionalizing the same for a leading Canadian banking institution.
- Defined and implemented a Project Management Life Cycle Methodology, gate funding, and control practices for the PMO; Defined the governance framework through which the PMO worked with executive management for a leading Canadian wholesale banking firm
- Conducted Vendor Management Practices assessment and provided recommendations resulting in huge immediate savings for the retail banking arm or a large Canadian banking institution. Recommendations included introduction of a VMO and crystallizing Rules for Vendor Engagement and Management.
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Featured Client Case Study
Project: Investment/Portfolio Management Data Hub Strategy
Client: Asset Management arm of a Canadian Bank
Project Overview: IntellEcomm won the bid to develop the Investment/Portfolio Management Data Hub solution strategy on a fixed priced basis for the Asset Management arm of one of the largest Canadian Banks. The objective of the initiative was to establish a central repository for investment data for management decision support to help them navigate through business growth and meet changing and more stringent regulatory and client reporting requirements. This entailed a comprehensive Business Needs and Process Improvements Assessment, Competitive Analysis, Product Assessment, Cost Analysis and Business Case Creation, Alternatives Assessment and Final Recommendation.
Key Challenge:Our client needed to better position for unprecedented growth whereby they were anticipating to double in size over two years. It was critical that they maintain data management capabilities under growth scenario and increase efficiency, streamline the investment process and meet changing and more stringent regulatory and client reporting requirements. Our client also understood that the existing processes were not going to be able to accommodate the additional strain due to these anticipated changes and that they needed to create a strategy and approach to automate their processes with the use of a data hub solution to help steer the organization effectively through the changing landscape.
- Developed strategy and business cases for multiple (CRM, BI) for the Capital Markets arm of a large Canadian banked. Delivered vendor assessments, solution road-maps, a complete budget as well as a ROI financial model.
- Pioneered eBusiness Transformation Visioning for Real Time Processing. Initiated senior executives “think tank” to influence thought leadership.
- Implemented efficiency within a leading Wealth Management organization by increasing eBrokerage Web Offering Reliability and capaity by 400% over an 18 month period of unprecedented growth without impacting operational services.
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- Directed and managed a program to rapidly migrate the entire Claims Processing Operations (people, process, and technology) as a result of business acquisition for a large global insurance firm.
- Provided thought leadership and subject matter expertise for Corporate Actions Processing for securities lending to a large pension investment organization.
- Planned and conducted strategic assessment for Imaging, Document Management and Enterprise Content Management solutions for a large global insurance firm.
- Orchestrated the turnaround of an active management overlay Securities Lending Solution Implementation Project in need of rescue. Re-calibrated the project governance, team ,, scope, timelines, budget etc and stabilized the project within days and brought the project to successful delivery, on-time and on-budget.
- Directed the launch of a Program to rapidly implement Portfolio Accounting Solution(SimCorp Dimension) and the resulting business transformation for a large pension investment organization
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