Case Studies: Technology Services
Management Consulting |Project-Based Deliverables
Financial Institution Vendor Integration
Objective Provide multiple resource solution to a leading provider of core financial institution processing.
CG Role Provide 30-40 senior developers
Responsibilities Locate, screen, and provide developers in 45 days to perform senior level development work resulting from an acquisition.
Results Highly successful project completed effectively on-time and on-budget. Many resources were promoted and became full-time employees of client at project end.

Card System Enhancement Program Management

Objective Provide full program management solution for MORE program.  Implement and manage to strategic framework and design documents created by earlier engagements with client to complete a seamless program solution providing the ability to offer multiple concurrent promotions, tiered pricing of new accounts and hybrid pricing strategies.
CG Role Sr. Project Manager, Project Architects/System Designers
Responsibilities Finalize requirements definition and the merging of three projects, MORE, Risk Based Pricing and Hybrid Pricing, into a single initiative.  Initiate High Level Design while key technology subject matter experts were unavailable due to Transition project responsibilities.
Results

Project definition and plan completed successfully to reflect the merged initiatives.  High level design produced on schedule.  Key components of the design for Posting and Billing system, Online Cardholder display system and Data Warehouse system produced by the CG project team.  Facilitated the integration of SME resources into the design team as SMEs freed up from Transition responsibilities.  Leveraged the system knowledge gained into detail design and development phases of the project currently underway.

Automated Debit Card Savings Implementation

Objective Installation of automated debit card savings plan franchise wide
CG Role Project team, including Sr. Project manager, analysts, TDMs and developers
Responsibilities Implementation of program devised by marketing.  Rollout of product by region; project team developed requirements and design from marketing concept.  
Results Project has been an unmitigated success; over 6.5 million accounts created since the project’s inception.  Northwest region estimate of 13,000 accounts annually was shattered as 120,000 customers signed up in the first month.  Successfully meeting project timelines allowed for full impact of marketing program to insure the massive rewards of this program.

Home Equity Line of Credit Access Card
Objective Convert HELOC and ELOC Visa portfolios to ACI platform due to transition from pre-acquisition to post-acquisition platform.  Replicate current functionality for card management, production, activation, processing, settlement, and fraud detection.
CG Role Complete Project Team including TDM/CM, TA, Mainframe Programmer, BA/Testing Coordinator, TA, & Project Coordinator
Responsibilities Custom install of software to modify client mainframe to replicate legacy processes and modifications to 18 systems with direct interface impact; Full raw data conversion; Transition routine card activities such as new card setup, cardholder changes, card production, mailers, and card activation.
Results Project completed successfully on-time and on-budget.  Due to the success of the project and expertise gained, CGT team asked to redeploy for delivery of Phase 2, eliminating transfer costs & risks.

APRIMO Software Installation         

Objective Gain profitability by leveraging the scale of a large consumer banking franchise to offer free online equity trades to self-directed clients with $25,000 in their existing consumer accounts.
CG Role Change Manager
Responsibilities Develop and manage a comprehensive project plan, facilitated weekly team meetings, coordinate efforts across the investment and consumer account groups, and deliver project status communication to senior leadership for a multi-phase national rollout campaign.
Results Achieved flawless execution at each phase, and national rollout with significant publicity. Initial gains in self-directed brokerage clients and deeper deposit relationships have exceeded plan.