Bulk and strategy trade processing

In detail

JPMorgan · 2005 to 2012 · Project Manager, Rates Sales and Marketing Technology

A front-office blotter that gave 200 sales and marketers worldwide one view of their group's trades, rescued after a failed proof of concept.

Scale: budget $1m · 5 FTE · 6 months

The challenge

Two hundred users in every region struggled daily to manage their group's trades, and an initial proof of concept had failed, so customer confidence was low and requirements, acceptance criteria and timelines were rigid from the start.

What I did

• Re-invigorated the failing project with standard, structured project-management methods to restore customer confidence.

• Captured global requirements through regional business analysts and set a realistic scope with offshore technical teams.

• Prepared the cost-benefit case that won agreement from each business manager, then delivered desk by desk.

Outcome

• Delivered globally, saving 1 to 2 days per week per group per region and simplifying trade management and reporting.

• User satisfaction up 20%.

Skills: Project recovery · Global rollout · Requirements management · Offshore delivery