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Produced by: Kaushik PramanikDate: 30-11-2009 Slide 1
Global Trade SolutionsA journey to achieve the excellence…helping our clients
to thrive.GTS – A global integrated trade solutions
organization.
Global Trade Solutions
Date:- 30-Nov-2009
Produced by: Kaushik Pramanik
GTS – A global integrated trade solutions organization – A
concept
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 2
Banking in New Normal.
Summary of Challenges.
Build Global Trade Solutions.
Global Trade Solutions Concept.
Global Trade Solutions Big Picture.
Global Trade Solutions Strategy.
Global Trade Solutions Organization Structure.
Global Trade Solutions Governance.
The End.
Entry point..Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 3
Lehman Brothers and many
companies were bankrupted
over last 20 years.Major crisis comes every 5-6
years.Next crisis is due on 2014-15?
World war II. Last 20
Years
Our ancestors were better on
handling crisis.
Global Trade Solutions: Global Organization and Global Solutions
Today‘s New Normal
We only think for 5-6 years.
What to do next ?
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 4
Summary of Challenges..1
Global Trade Solutions: Global Organization and Global Solutions..
Challenges/ Issues Integrated high performance trading across regions, divisions (IB, PB & AM) and asset
classes will enable us to fetch multi billion dollar business in the bank, increase our
shareholder’s value and help our clients to excel.
Highly integrated, global, state of the art, reliable, functionality rich, sustainable &
extendable trade solutions across asset classes and regions can help a bank to grow
organically across the globe.
RMs, AMs and EAMs are unable to exploit IB trading solutions because of disintegration. Huge
technical complexity reducing the organic growth of our business across the locations.
High number of standalone regional solutions increasing business operational cost and
complexity.
Centralized focus to develop integrated trade solutions, which will serve reusability and
long-term sustainability and help the bank to move inch by inch towards the most
renowned bank in the world.
Increased dependency on vendor solutions hindering us to build our own solution asset
which will serve the long-term purpose and reduce the cost.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 5
Global Trade Solutions: Global Organization and Global Solutions
Summary of Challenges..2
Challenges/ Issues Different trading systems used by IB, PB and AM for same asset classes across regions and
divisions resulting high deployment cost and development cost.
Absence of central strategy, architecture, approach and organization for core trading domain in
IT and Business across regions and divisions hindering structured decision making process
and control.
Switzerland IB IT and business is aligned with America and EMEA, resulting no regional
interest across divisions have taken into consideration as part of integrated bank initiative.
Divisional interest is getting higher priority over integrated solutions and overall long-term
position of the bank.
High technical difficulties in Global Front Solutions due to many trading applications at
behind, which is increasing the overall complexity in a long run rather than reducing it .
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 6
Global Trade Solutions: Global Organization and Global Solutions
IT Objectives..
Business challenges to IT ActionsBusiness challenges to IT ActionsBusiness ChallengesBusiness Challenges IT ObjectivesIT Objectives
Organize ourselves under the umbrella of one IT organization in the trading domain, called Global Trade Solutions in Switzerland.
Assign IT PB, IT IB and IT AM trading applications and trading IT staffs under one organization.
Create the organization structure in the trading domain such a way that it supports Architecture, Governance and Strategy across asset classes/divisions.
Define the Business/ IT Architecture which supports long-term sustainability for trading applications across divisions in Switzerland.
Identify applications which will stay long-term and invest on them.
Draw-out decommissioning plan of trading domain application landscape. Create a clear strategy to consolidate and integrate applications.
Carry-out GAP analysis between vendor applications and in the house applications and build any unavailable functionality in our own in the house applications. Get a buy in from the business to achieve the above task. Create the same organization in each region (APAC, EMEA, BRIC, AFRICA, AMERICA) in the future.
Organize ourselves under the umbrella of one IT organization in the trading domain, called Global Trade Solutions in Switzerland.
Assign IT PB, IT IB and IT AM trading applications and trading IT staffs under one organization.
Create the organization structure in the trading domain such a way that it supports Architecture, Governance and Strategy across asset classes/divisions.
Define the Business/ IT Architecture which supports long-term sustainability for trading applications across divisions in Switzerland.
Identify applications which will stay long-term and invest on them.
Draw-out decommissioning plan of trading domain application landscape. Create a clear strategy to consolidate and integrate applications.
Carry-out GAP analysis between vendor applications and in the house applications and build any unavailable functionality in our own in the house applications. Get a buy in from the business to achieve the above task. Create the same organization in each region (APAC, EMEA, BRIC, AFRICA, AMERICA) in the future.
Unavailability of Integrated high
performance trading platform across regions,
divisions (IB, PB & AM) and asset classes.
High number of standalone trading
applications across regions, and divisions.
Absence of central and regional strategy,
architecture, governance for trading domain
across regions and divisions.
Highly complex technical structure not
only increases the technical complexity but
also our business complexity, operational
cost, deployment cost and development
cost.
Unavailability of Integrated high
performance trading platform across regions,
divisions (IB, PB & AM) and asset classes.
High number of standalone trading
applications across regions, and divisions.
Absence of central and regional strategy,
architecture, governance for trading domain
across regions and divisions.
Highly complex technical structure not
only increases the technical complexity but
also our business complexity, operational
cost, deployment cost and development
cost.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 7
Think long-term: more than 5 years, 10-15 years.
Global Trade Solutions: Global Organization and Global Solutions
Build Global Trade Solutions..
Build bank’s own IT Asset with deep root and solid ground.
Reduce dependency on products from vendors.
Build the loyalty and value together with our business customers.
Introduce high-level of governance control from centre.
Encourage strong reusability across regions.
Not just integrate, build and integrate in the house.
Reduce complexity and increase simplicity by focusing on core.
Build superior sustainable, simplified, standardized and structured products.Provide value chain that reinforce each other in the department.
Assure strong employee training & development.
Build integrated trading solution across all asset classes and all divisions.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 8
Global Trade Solutions: Global Organization and Global Solutions
Introduction of GTS Global Trade Solutions: Provide integrated, sustainable, reusable, functionality
rich, simple trade solutions across all asset classes globally and regionally fulfilling
the strategic objective of our business clients and the big picture in mind.
Establish the strong sustainable global and regional governance from top to
bottom, facilitating high-degree of collaboration, accountability, traceability and
transparency end to end.
Excel the collaboration across the regions and divisions by promoting cross-
functional leadership.
Drive the integration mechanism regionally and globally by focusing always to our
vision and mission.
Gain the loyalty of our business customer by creating the value together with our
business customer, which will help our clients to thrive on the long-term basis.
Leverage on global solutions in regional space and integrate them end to end by
thinking globally and act regionally.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 9
Our Vision
Vision
Our vision is to become the most admired trade solution organization
in the bank, renowned for our solution expertise in private banking,
Investment banking and asset management, and most valued for our
trusted advice, innovation and execution.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 10
Our Mission
Our mission is to help the bank’s clients thrive by..
Understanding their needs and offering integrated trading solutions across
all asset classes and divisions and services enabled by technology.MissionMission
Global Trade Solutions: Global Organization and Global Solutions
Partnering with our Business Divisions to provide reliable and innovative
integrated trading solutions with a long-term and Bank-wide perspective.
Empowering our professionals and rewarding them for achieving execellence.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 11
A global integrated trade solutions organization.
The ConceptGlobal Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 12
The big picture – front view
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 13
Reg
ion
CH
Reg
ion
Am
eri
ca
Reg
ion
BR
IC
Reg
ion
AP
AC
Reg
ion
EM
EA
Global Trade Solutions: Global Organization and Global Solutions
Reg
ion
Afr
ica
IB AM PB
Integrated Bank
Global Trade Solutions
Swiss
Global Trade Solutions
America
Global Trade Solutions
EMEA
Global Trade Solutions
APACGlobal Trade Solutions
BRICGlobal Trade Solutions
Africa
Global Trade Solutions HQ (CH)
What does it mean ?
Global integrated trading platform
across asset classes, across divisions
and across regions.
Global reusability of trade solutions
under one global organization.
Increased focus on BRIC and Africa.
High efficiency global vs. regional
business and IT collaboration in trading
domain.
Enable trading business and IT strategy
alignment regionally and globally.
Focused approach to reduce the
complexity in trading technology.
End to end aligned with Integrated Bank
strategy.
First prototype organization
will be rolled-out in Switzerland.
What does it mean ?
Global integrated trading platform
across asset classes, across divisions
and across regions.
Global reusability of trade solutions
under one global organization.
Increased focus on BRIC and Africa.
High efficiency global vs. regional
business and IT collaboration in trading
domain.
Enable trading business and IT strategy
alignment regionally and globally.
Focused approach to reduce the
complexity in trading technology.
End to end aligned with Integrated Bank
strategy.
First prototype organization
will be rolled-out in Switzerland.
The big picture – top view
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 14
Global Operation Solutions
Global Product
Control
Solutions
Global Product
Control
Solutions
Global Trade Solutions
Direct AccessTrader
RelationshipManager
Direct Access
Private Clients
Direct Access
EAM
Global Front Solutions
Direct Access
AM
Global Middle-office Solutions
Global Risk
Solutions
Global Risk
Solutions
Global Shared Services Solutions Global Shared Services Solutions
Global Market
Data
Solutions
Global Market
Data
Solutions
Global Trade Solutions: Global Organization and Global Solutions
Global Infra-structure SolutionsGlobal Infra-structure Solutions
The big picture – side view
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 15
GTS
AFRICA
GTS
Swiss
GTS
EMEA
GTS
APAC
GTS
BRIC
GTS
AMERICA
GTS CH
HQ
Global Trade Solutions: Global Organization and Global Solutions
The big picture – control view
Architecture control
Strategy control
Landscape control
Major decision control
Governance control
Budget control
Program control
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 16
Global Trade Solutions: Global Organization and Global SolutionsGlobal Trade Solutions: Global Organization and Global Solutions
Trade Capture & Legal Confirmation
Algorithmic Trading
Integrated Bank Spirit
IBIB PBPBAMAM
Trade Pricing
Trade Valuation Hedging
Trade & Order Management & Control
Straight Through Processing
Trade Reporting
AI : Alternative Investments
PS: Prime Services
Trade Execution
Trade Regulatory, Audit & Compliance
Market Making & Position Keeping
Trade Curve
The big picture – functional view
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 17
Global Trade Solutions: Global Organization and Global SolutionsGlobal Trade Solutions: Global Organization and Global Solutions
Integrated Bank Spirit
IBIB
AI : Alternative Investments
PS: Prime Services
The big picture – current system view (CH)
PBPB
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 18
Global Trade Solutions: Global Organization and Global SolutionsGlobal Trade Solutions: Global Organization and Global Solutions
Integrated Bank Spirit
AI : Alternative Investments
PS: Prime Services
The big picture – After consolidation view (CH)
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 19
Global Trade Solutions: Global Organization and Global Solutions
Our Strategy supports the bank‘s success..
Reduce
complexity
Build an agile
organization
Support the success
of our bank
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 20
Global Trade Solutions: Global Organization and Global SolutionsOur 7s Framework...
The design of our organizational structure supports our vision and
mission.
The design of our organizational structure supports our vision and
mission.
Our system consists of Project, Process and Product excellence
model & Value Chain model which support our objectives.
Our system consists of Project, Process and Product excellence
model & Value Chain model which support our objectives.
Our staff retention policy, staff training policy specially on
business subjects, staff placement policy support our objective.
Our staff retention policy, staff training policy specially on
business subjects, staff placement policy support our objective.
Style of our organization, specially dedication, focused approach,
team work, objective oriented, and governance mechanism help
us to achieve our goal.
Style of our organization, specially dedication, focused approach,
team work, objective oriented, and governance mechanism help
us to achieve our goal.
Our strategy based on our structure, systems, style, skills of our
staff, our goal , our vision and our mission.
Our strategy based on our structure, systems, style, skills of our
staff, our goal , our vision and our mission.
Finally our core shared values like our believes, knowledge,
expertise, thinking, imagination, fundamental ideas, collaboration,
innovation, and leadership support our vision & mission.
Finally our core shared values like our believes, knowledge,
expertise, thinking, imagination, fundamental ideas, collaboration,
innovation, and leadership support our vision & mission.
Our skilled workforce across our value chain, asset classes, and
products support our final goal.
Our skilled workforce across our value chain, asset classes, and
products support our final goal.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 21
Global Trade Solutions: Global Organization and Global SolutionsOur Strategy Triangle...
Project Excellence-- Excellence in collaboration, co-ordination, co-operation,
relationship management, stakeholder management, planning, estimation, risk management, monitoring & control and
execution.-- Excellence in cross-regional and cross-divisional governance
mechanism.-- PMI and Price 2 certification.
Product Excellence-- Product oriented organizational structure and value chain.
-- Product line management group, product catalogue, product documentation, product specific reusable and sustainable architecture.
-- Cross-divisional and cross-regional Product governance model. -- Mandatory IIBA CBAP certification for Product Business Engineers.
Process Excellence-- End to end defined process across the value chain.
-- Combination of agile (RUPs), SDLC, RAD methodology.-- Focus on CMMI ML3, CMMI ML 4 and CMMI ML5.
-- Tractability and transparency across the value chain.
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 22
Global Trade Solutions: Global Organization and Global SolutionsOur Value Chain...
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Business
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Client Data
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Product
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
GTS Swiss Project
Management
Business Relationship Managament
GTS Swiss Business &
Strategy
GTS Swiss Product
Management
GTS Swiss Product Business
Engineering
GTS Swiss Product Design & Solution
Engineering
GTS Swiss Product
Integration Engineering
GTS Swiss Product Testing
GTS Swiss Product Release
Management
GTS Swiss
Production Management Final Product
Business Relationship Managament
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Quality
Engineering
GTS Swiss Configuration Management
& Change Control
GTS Swiss Configuration Management
& Change Control
GTS Swiss Configuration Management
& Change Control
GTS Swiss Configuration
Management & Change Control
GTS Swiss Configuration
Management & Change Control
GTS Swiss Configuration
Management & Change Control
GTS Swiss Configuration
Management & Change Control
GTS Swiss Configuration
Management & Change Control
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 23
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-3 Level
Global Trade Solutions APAC
Global Trade Solutions EMEA
Global Trade Solutions America
CEO CIO Global Trade Solution HQ Global Trade Solutions CH
--- GTS Business & Strategy Global Trade Solutions BRIC
--- GTS Management Support Global Trade Solutions AFRICA --- GTS Business Management
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 24
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-4 Level
GTS Swiss Engineering
GTS Swiss Product Management
GTS Swiss Business & Strategy
Global Trade Solutions Swiss GTS Swiss Business Management
GTS Swiss Testing Service
GTS Swiss Configuration Management & Change Control
GTS Swiss Client Data Management
GTS Swiss Production Management
AI : Alternative Investments
PS: Prime Services
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 25
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-5 Level..1
GTS Swiss Engineering Solution Engineering
Business Engineering
AI/PS Product Management
Derivatives Product Management Fixed Income Product Management
GTS Swiss Product Management FX/MM Product Management
Equity Product Management
Commodities Product Management
AM Product Management
AI : Alternative Investments
PS: Prime Services
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 26
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-5 Level..2
AI/PS Program Management Derivatives Program Management Fixed Income Program Management GTS Swiss Program Management FX/MM Program Management Equity Program Management Commodities Program Management AM Program Management Business Architecture Market Research IT Architecture GTS Swiss Business & Strategy
Governance Client Account Management Integrated Bank Management
AI : Alternative Investments
PS: Prime Services
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 27
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-5 Level..3
Management Controlling
LISA
GTS Swiss Business Management Contract Management
Management Support
PMO Office
Change Control & Configuration
GTS Swiss Configuaration and Change Management Quality Engineering
CMMI
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 28
Global Trade Solutions: Global Organization and Global SolutionsOur Organization Structure...N-5 Level..4
Release Management
GTS Swiss Production Management First line support
Second line support
GTS Swiss Testing Service TBD
GTS Swiss Client Data Management TBD
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 29
Our Business & IT Alignment..Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 30
Corporate
Governance
Regional Program Governance
Characteristics
Strong focus from top.
End to end governance.
Top to bottom transparency.
High-level of accountability.
Result oriented structure.
Clear strategy & big picture.
Long-term sustainability.
Well drawn road map.
A single team force in action.
Fostering collaboration.
Catalyst to transformation.
High level of reward .
Classic Governance structure...A key to success...
Global Trade Solutions: Global Organization and Global Solutions
COO CIO
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 31
GTS Departmental Governance
Governance star..Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 32
GTS Diamond – A catalyst to transform the organization…
Dynamic, focused internationally
Experienced talented IT leaders.
Capable of establishing accountability.
Experienced coaching leaders
Excellence in product concept.
Champion in Banking IT industry.
Highly collaborative program & project managers.
Structured and methodical approach.
Result oriented and focused team.
Organizational leaders and client focused.
Visionary individuals and finance oriented.
Capable to see the end big picture.
Global Trade Solutions: Global Organization and Global SolutionsFormation of GTS Diamond...
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 33
IT Senior Management
-- CIO --GTS Global Head -- IT Chief Architect -- PB IT Head -- IB IT Head -- IT Switzerland Head -- IT EMEA Head -- IT APAC Head -- IT BRIC Head -- IT Africa Head -- IT Integrated Bank Head -- IT Strategy Head -- IT Infra-Str Head -- IT America Head
GTS Global Governance
ChairChief Executive Officer
Business Senior Management
-- CEO PB-- CEO IB -- CEO AM-- CEO APAC-- CEO EMEA/BRIC/AFRIC -- CEO Switzerland-- CEO America-- CEO Integrated Bank
Objective
Decide overall Business Technology
Strategy.
Align GTS Strategy with Business.
Direct high-level target architecture.
Decide major programs under GTS.
Direct Global vs Regional strategy.
Establish accountability & traceability.
on delivering results.
Take action on critical run-the-bank
demand.
Communicate high-level plan.
Decide Reward and incentives.
Objective
Decide overall Business Technology
Strategy.
Align GTS Strategy with Business.
Direct high-level target architecture.
Decide major programs under GTS.
Direct Global vs Regional strategy.
Establish accountability & traceability.
on delivering results.
Take action on critical run-the-bank
demand.
Communicate high-level plan.
Decide Reward and incentives.
Meeting Cycle: 2 times per year, duration 3 hours.
Logistics & Minutes: GTS Management Support
Tasks
Review current status of GTS.
Review current financials
(YTD vs. Target)
Prioritise major program in GTS.
Approve program > 10 M.
Set GTS strategic direction.
Tasks
Review current status of GTS.
Review current financials
(YTD vs. Target)
Prioritise major program in GTS.
Approve program > 10 M.
Set GTS strategic direction.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 34
IT Senior Management
-- GTS Swiss Head-- GTS Swiss Koh-I-Noor-- GTS Swiss Bus. & Strgy. Head-- GTS Swiss Engg. Head-- GTS Swiss Product Head-- IT Swiss Chief Architect-- IT Swiss Bank Head-- IT Swiss Integrated Bank Head
GTS Switzerland Governance
ChairCIO Switzerland Head
Business Senior Management
-- IB Swiss FX/MM Head-- IB Swiss Derivatives Head-- IB Swiss Equities Head-- IB Swiss Commodities Head-- IB Swiss FI Head-- IB Swiss Al / PS Head-- AM Swiss Head-- PB Swiss FX/MM Head-- PB Swiss Derivatives Head-- PB Swiss Equities Head-- PB Swiss Commodities Head-- PB Swiss Fixed Income Head-- PB Swiss AI / PS Head
Objective
Decide regional Business Technology
Strategy aligned with global GTS
strategy and regional business.
Align GTS regional Strategy.
Direct high-level target architecture.
Decide major programs under
GTS Switzerland supporting global.
Establish accountability and traceability.
Take action on critical run-the-bank
demand.
Communicate high-level road map plan.
Decide regional reward and incentives.
Objective
Decide regional Business Technology
Strategy aligned with global GTS
strategy and regional business.
Align GTS regional Strategy.
Direct high-level target architecture.
Decide major programs under
GTS Switzerland supporting global.
Establish accountability and traceability.
Take action on critical run-the-bank
demand.
Communicate high-level road map plan.
Decide regional reward and incentives.
Meeting Cycle: 4 times per year, duration 3 hours.
Logistics & Minutes: GTS Switzerland Management Support.
Tasks
Review current status of regional GTS.
Review current financials (YTD vs Target).
Prioratize major programs in GTS.
Approve program > 1 M and < 10 M.
Set regional GTS strategic direction.
Tasks
Review current status of regional GTS.
Review current financials (YTD vs Target).
Prioratize major programs in GTS.
Approve program > 1 M and < 10 M.
Set regional GTS strategic direction.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 35
GTS Swiss Product Line Management
-- GTS Swiss Product Management Head-- GTS Swiss Prodn. Management Head-- GTS Swiss Project Management Head-- GTS Swiss Testing Service Head-- GTS Swiss Client Data Mgmt Head-- GTS Swiss Configuration & Change Management Head-- GTS Swiss Engineering Head
GTS Departmental Governance
ChairGTS Swiss Head
GTS Swiss Strategic Management
-- GTS Swiss Business & Strategy Head-- GTS Swiss Koh-I-Noor-- GTS Swiss Business Management Head-- GTS Swiss Business Architect-- GTS Swiss IT Architect-- GTS Swiss Integrated Bank Manager-- GTS Swiss CAM Head
Objective
Establish accountability and traceability.
Establish each product line target
architecture, road map and frame work
with long-term sustainability &reliability.
Establish focus group to deliver results.
Inspire and reinforce to create
alignment , build sustainable
relationship and gain customer’s loyalty.
Take action on critical run-the-bank
demand.
Communicate the importance of
delivering results.
Decide departmental rewards..
Objective
Establish accountability and traceability.
Establish each product line target
architecture, road map and frame work
with long-term sustainability &reliability.
Establish focus group to deliver results.
Inspire and reinforce to create
alignment , build sustainable
relationship and gain customer’s loyalty.
Take action on critical run-the-bank
demand.
Communicate the importance of
delivering results.
Decide departmental rewards..
Meeting Cycle: Once a week, duration 2 hours.
Logistics & Minutes: GTS Switzerland Management Support.
Tasks
Review current status of the department.
Review current financials
(YTD vs Target).
Prioratize major projects in GTS.
Approve project < 500K up to max.
CAP 10M.
Tasks
Review current status of the department.
Review current financials
(YTD vs Target).
Prioratize major projects in GTS.
Approve project < 500K up to max.
CAP 10M.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 36
GTS Swiss Product Line Management
-- GTS Swiss Product Management Head
-- GTS Swiss CAM Head
-- GTS Swiss Business & Strategy Head
-- GTS Swiss Business Management Head
GTS Program Governance
ChairGTS Swiss Koh-i-Noor
Business Management
-- PB CH Trading Business
-- IB CH Trading Business
-- AM CH Trading Business
-- Integrated Bank CH Business
Objective
Align program strategy with GTS Swiss
strategy and business strategy.
Prioratize key programs and projects.
Distribute program into pipe-line projects.
Allocate budget to the project.
Decide project team of a project.
Empower cross-functional collaboration.
Create sustainable business partnership.
Objective
Align program strategy with GTS Swiss
strategy and business strategy.
Prioratize key programs and projects.
Distribute program into pipe-line projects.
Allocate budget to the project.
Decide project team of a project.
Empower cross-functional collaboration.
Create sustainable business partnership.
Meeting Cycle: Once a week, duration 2 hours.
Logistics & Minutes: GTS Switzerland Management Support.
Tasks
Review current status of all projects in GTS.
Review current financials (YTD vs Target).
Track project progress, and road map
to end goal.
Adjust the road map according to
current situation.
Establish the accountability & traceability.
Tasks
Review current status of all projects in GTS.
Review current financials (YTD vs Target).
Track project progress, and road map
to end goal.
Adjust the road map according to
current situation.
Establish the accountability & traceability.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 37
GTS Swiss Management
-- GTS Product Managers-- GTS IT Architect (Optional)-- GTS Business Architect (Optional)-- GTS Production Manager (Optional)-- GTS Release Manager (Optional)-- Business Manager (Optional)-- Client Account Manager (Optional)
GTS Swiss Management
-- GTS Product Managers-- GTS IT Architect (Optional)-- GTS Business Architect (Optional)-- GTS Production Manager (Optional)-- GTS Release Manager (Optional)-- Business Manager (Optional)-- Client Account Manager (Optional)
GTS Project Governance
ChairGTS Project Manager
GTS Swiss Engineering
-- GTS Solution Engineers-- GTS Business Engineers-- GTS Quality Engineers-- GTS Configuration Manager-- GTS Test Manager
GTS Swiss Engineering
-- GTS Solution Engineers-- GTS Business Engineers-- GTS Quality Engineers-- GTS Configuration Manager-- GTS Test Manager
Objective
Review project progress.
Track Project issues and risks.
Track project budget and resource
commitment.
Review project milestones.
Decide project reward and incentives.
Review absences.
Review problem encountered.
Objective
Review project progress.
Track Project issues and risks.
Track project budget and resource
commitment.
Review project milestones.
Decide project reward and incentives.
Review absences.
Review problem encountered.
Meeting Cycle: Once a week .
Logistics & Minutes: GTS Swiss Project team.
Meeting Cycle: Once a week .
Logistics & Minutes: GTS Swiss Project team.
Tasks
Assign task to individual.
Review current financials.
(YTD vs Target)
Prioritise tasks for individual.
Tasks
Assign task to individual.
Review current financials.
(YTD vs Target)
Prioritise tasks for individual.
Global Trade Solutions: Global Organization and Global Solutions
Produced by: Kaushik PramanikDate: 30.06.2010 Slide 38
Global Trade Solutions: Global Organization and Global Solutions
Let’s get organized and build a next generation organization,
Global Trade Solutions, which will focus to build integrated
trade solution across asset classes, across divisions,
and across regions.
The end...