How do I manage Financial Services projects?

E-Commerce to Build Brand Equity and Economic Choke-Point

by Sunil Sharma

E-Commerce has not changed the business rules but increased the complexities. Understanding them and exploiting the possibilities inherent in them are the keys to building competitive advantages.

Can Your Assets Raise Cash?

by Sunil Sharma

Like factoring, Asset Based Lending is a big industry and one of the most popular methods of securing commercial-industrial short-term credit. Do you know it and what it can do for you?

Why Agile works in Financial Services

by Horia Slusanschi
January 16, 2013 | 61:04 | Views: 455 | PDUs: 1.00 | Rating: 3.81 / 5

Nimble, rapidly adapting organizations are thriving, winning market share. They make it a priority for everyone to find ways to delight their customers, while finding joy in work for people. Slow-changing businesses, that fail to engage effectively the intelligence and passion of all their people, see their livelihoods erode and sometimes even vanish altogether. To complicate matters, the predominant ways in which many executives still think, structure and run their organizations work against speed of adaptation, despite their best intentions to the contrary.

Banking 101 – A Visual Guide for Project Managers who are new to Financial Institutions

by Jon McGowan
December 06, 2013 | 45:45 | Views: 1,078 | PDUs: 1.00 | Rating: 4.29 / 5

Banking can be an overwhelming mystery of rules, acronyms and confusion! This talk is perfect for anyone who has just started working in a large Bank or other Financial Institution and needs help finding their way around...Experienced Financial Services Project Manager Jon McGowan, PMP will share with you his Visual Guide to navigating through these giant companies to help you become more successful in your new Project Manager role.

Enhancing Project Management Effectiveness in Business Process Improvement Projects

by Jose Carranza
October 06, 2014 | 57:13 | Views: 1,438 | PDUs: 1.00 | Rating: 4.21 / 5

The financial services sector is process-driven and uses technology to be more efficient. The good news is that project management can raise the bar by helping those processes be more effective, as well. Process improvement techniques, like Lean Six Sigma, can be used within a project to challenge stakeholders to think outside the box. This presentation provides the PM with a playbook on how to leverage successful and popular process methodologies.

Importance of Requirements Definition on Marketing & Sales Budgets

by Philip R. Diab
December 08, 2014 | 60:00 | Views: 1,074 | PDUs: 1.00 | Rating: 3.98 / 5

Projects typically address a problem or opportunity facing the organization. Professionals leading marketing or sales projects must have a solid expertise in leading teams in the process of defining and prioritizing customer wants and needs. Being able to do so successfully ensures that the project will have clarity and trace-ability of its requirements.

Sharing industry best practices

by Amir Bashir
August 28, 2013 | 34:39 | Views: 398 | PDUs: 1.00 | Rating: 3.37 / 5

In today’s world, Developers and Business Analysts move into Project Management role without any proper training and guidance. Many projects are failing today because companies don’t have proper framework or controls in place to track project deliverables, issues, and risks etc. In this presentation - processes, templates, and guidelines will be shared to help participants manage their project effectively.




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