Project Management

The many years of experience our employees have in managing complex projects critical to the success of your company give you the security you need to implement your own projects. We can support you in all project phases:

• Planning and budgeting
• Requirements management
• Resource management
• Risk- and quality management
• Cut-over and post-production management

Clear project structures, lean processes, transparent communication and tailor-made best practice approaches ensure the implementation of your projects in time, quality and budget. Our processes and methods have been proven in numerous projects and the success of your projects.

Test and Test Management

We see tests as an essential part of project management. We therefore support you in every single step of the testing process:

• Test planning
• Definition of test cases
• Creation of test data
• Execution of tests and documentation of results
• Automation of tests
• Provision of a closed process – from identification to solution of the problem

The integration of active test management into the project process increases result quality and reduces the risk of high costs due to expensive aftercare and improvements in ongoing business operations.

Digitazation of Front Office Processes and Systems

Our employees have profound knowledge in digitizing front office processes and systems. This applies to the entire range of functions:

• Client management – customer onboarding with contract management and customer profiling
• Portfolio management together with model and benchmark portfolios
• Order management and order routing
• Client reporting
• Performance calculation according to TWR and MWR
• Creation of interactive mailboxes for mutual exchange of digital documents and messages with the customer
• Expanding your communication channels to the customer through mobile and messaging-capable end devices
• Omni-channeling by implementing different communication channels with a generic dispatch control

We advise and support you in this continuous process of analysis and implementation of digital requirements with our vast experience in front office projects.

Legally Compliant Advice

As a financial services provider, you have had to cope with a considerable increase in tax, legal and regulatory requirements in recent years, as well as new obligations. Examples are the Money Laundering Act (MLA), the Minimum Requirements for Risk Management (MaRisk), MiFID II, Basel III, FATCA, EMIR and DSGVO, to name just a few.
Unfortunately, this trend does not seem to reverse in the foreseeable future.

In order to meet these ever-expanding requirements, you have no choice but to constantly adapt your company’s existing systems and model and implement new processes.

Scrum

Create an online banking app quickly with Scrum – is that already “digitization”? Fast market entry in combination with a customer-friendly user interface is only one part of the solution – but not the solution itself. Digital banking means modernizing systems as well as restructuring and processualizing the workflow. This is the prerequisite for further simplification and automation of the process landscape without losing sight of the individual customer experience.

Traditional development processes follow the “waterfall” model. While in this model the solution is designed as completely as possible before implementation, it is created evolutionarily and incrementally in the course of a Scrum project. Scrum is oriented towards rugby: the term refers to the “crowd” of people when restarting play. In this standard situation, the entire team works together in one direction. Transferred to your organization, this means the formation of cross-departmental teams that work on product parts in short self-organized time intervals and realign themselves to current knowledge and market requirements. This shortens development times considerably and increases customer satisfaction enormously.

Agile Development

Increase the efficiency and flexibility of your projects by introducing and applying agile methods. However, the changes required for this pose a great challenge for an organization.

Regardless of whether you want an agile approach at project level or throughout the entire company – we are the right partner.

In the first step, we analyze your current processes together and define the goal to be achieved. On the basis of this information, you will receive a recommendation from us as to which method and which measures you can use to achieve your goals efficiently. The use of Scrum as an agile project structure is supported by its high flexibility and transparency. The rules are clear and easy to learn. Identified problems are discussed and solved independently in the team. As an empirical process model, Scrum is ideally suited to develop innovative products with a high degree of complexity and to keep the focus on customer benefits.